Profil
Mr. Caleb S.
Rodriguez is an Investment Associate at Jackson Financial Management Inc. He is responsible for supporting the functions of the Investment Department, including cash management, portfolio rebalancing and investment research.
Mr. Rodriguez began his career in financial services – handling various assignments at investment management firms.
He graduated from San Diego State University in 2013 with a degree in Quantitative Economics.
Ehemalige bekannte Positionen von Caleb Samuel Rodriguez
| Unternehmen | Position | Ende |
|---|---|---|
Jackson Financial Management, Inc.
 Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. | Analyst-Equity | 27.03.2020 |
Ausbildung von Caleb Samuel Rodriguez
| San Diego State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Jackson Financial Management, Inc.
Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. | Finance |
