Jane Edmondson

Vorstandsvorsitzender bei

JLE Wealth Management LLC

60 Jahre

Finance

Consumer Services

Profil

Jane Louise Edmondson is the founder of JLE Wealth Management LLC, which was founded in 2013.
Ms. Edmondson is also the founder of EQM Indexes LLC.
Ms. Edmondson's former job positions include being an Investment Analyst at Nicholas-Applegate Capital Management from 1996 to 2010, a Financial Consultant at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 1991 to 1996, and a Vice President & Portfolio Manager at Allianz Global Investors U.S.
LLC from 2010 to 2012.
Ms. Edmondson's education history includes an MBA from San Diego State University in 2001 and an undergraduate degree from the University of California, Irvine in 1988.

Aktive Positionen von Jane Edmondson

Unternehmen	Position	Beginn
JLE Wealth Management LLC JLE Wealth Management LLC Investment ManagersFinance JLE applies a bottom-up, quantitative model-driven, stock selection approach to identify companies undergoing positive change with sustainable fundamental characteristics on a timely basis. Their Investment Committee thoughtfully considers a range of asset classes for inclusion in each model portfolio. They focus on long-term factors affecting investment growth as well as the proper risk balance for an optimized portfolio.	Vorstandsvorsitzender	01.01.2013
EQM Indexes LLC EQM Indexes LLC Investment ManagersFinance Provides investment management services	Vorstandsvorsitzender	-

Alle aktiven Positionen von Jane Edmondson

Ehemalige bekannte Positionen von Jane Edmondson

Unternehmen	Position	Ende
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.	Portfolio Manager-Aktien	01.10.2012
Nicholas-Applegate Capital Management Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate.	Portfolio Manager-Aktien	01.01.2010
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	7
Nicholas-Applegate Capital Management Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Finance
San Diego State University San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Irvine University of California, Irvine Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.	Finance
JLE Wealth Management LLC JLE Wealth Management LLC Investment ManagersFinance JLE applies a bottom-up, quantitative model-driven, stock selection approach to identify companies undergoing positive change with sustainable fundamental characteristics on a timely basis. Their Investment Committee thoughtfully considers a range of asset classes for inclusion in each model portfolio. They focus on long-term factors affecting investment growth as well as the proper risk balance for an optimized portfolio.	Finance
EQM Indexes LLC EQM Indexes LLC Investment ManagersFinance Provides investment management services	Finance