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Jason Morgenstern
Trading-Equity bei Janney Montgomery Scott LLC (Investment Management)
Profil
Jason Todd Morgenstern is currently working as an Equity Sales Trader at Janney Montgomery Scott LLC (Investment Management) since 2022.
Previously, he held positions as a Principal at Ladenburg Thalmann & Co., Inc. (Broker), Maxim Group LLC, Revere Securities LLC, and Citigroup Global Markets, Inc. (Investment Management).
Aktive Positionen von Jason Morgenstern
Unternehmen | Position | Beginn |
---|---|---|
Janney Montgomery Scott LLC (Investment Management)
![]() Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance Janney Montgomery Scott LLC (Investment Management) (JMS-IM) is the investment management division of Janney Montgomery Scott LLC, a registered broker-dealer headquartered in Philadelphia, Pennsylvania. The firm was founded in 1832 and is a subsidiary of Independence Square Properties LLC, an indirect wholly-owned independent subsidiary of The Penn Mutual Life Insurance Co. JMS-IM provides individuals, families, businesses, and institutions with tailored financial advice. | Trading-Equity | 01.07.2018 |
Ehemalige bekannte Positionen von Jason Morgenstern
Unternehmen | Position | Ende |
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Citigroup Global Markets, Inc. (Investment Management)
![]() Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Corporate Officer/Principal | - |
Ladenburg Thalmann & Co., Inc. (Broker)
![]() Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology. | Corporate Officer/Principal | - |
Revere Securities LLC
![]() Revere Securities LLC Investment Banks/BrokersFinance Founded in 1983, Revere Securities LLC is a broker/dealer headquartered in New York City. | Corporate Officer/Principal | - |
Maxim Group LLC
![]() Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
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Private Unternehmen | 5 |
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Ladenburg Thalmann & Co., Inc. (Broker)
![]() Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology. | Finance |
Maxim Group LLC
![]() Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | Finance |
Revere Securities LLC
![]() Revere Securities LLC Investment Banks/BrokersFinance Founded in 1983, Revere Securities LLC is a broker/dealer headquartered in New York City. | Finance |
Janney Montgomery Scott LLC (Investment Management)
![]() Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance Janney Montgomery Scott LLC (Investment Management) (JMS-IM) is the investment management division of Janney Montgomery Scott LLC, a registered broker-dealer headquartered in Philadelphia, Pennsylvania. The firm was founded in 1832 and is a subsidiary of Independence Square Properties LLC, an indirect wholly-owned independent subsidiary of The Penn Mutual Life Insurance Co. JMS-IM provides individuals, families, businesses, and institutions with tailored financial advice. | Finance |
Citigroup Global Markets, Inc. (Investment Management)
![]() Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Finance |