Profil
Mr. Jeffrey A.
Christie is a Director of Wealth Management at Ken Stern & Associates, Inc. He is a Director of Wealth Management at Asset Planning Solutions, Inc. and has been with the firm since 2004.
He focuses on creating financial plans and long-term investments for individuals and small businesses.
He works with many medical professionals, and is aware of the special needs of a practice owner or partner and how they differ from those of their staff.
He continues his practice with this in mind, and focuses on educating his clients and being sure they understand their investment, estate, tax, and overall financial plans.
He serves as on the board of directors as well as the treasurer for Church of His Kingdom.
He completed his Bachelor of Science degree in Finance at San Diego State University.
Ehemalige bekannte Positionen von Jeff Christie
| Unternehmen | Position | Ende |
|---|---|---|
Ken Stern & Associates, Inc.
 Ken Stern & Associates, Inc. Investment ManagersFinance Ken Stern & Associates, Inc. provides investment advice. The company is based in San Diego, CA. The company was founded in 1998 by Kenneth Aaron Stern. Ken Stern & Associates was acquired by Lido Advisors LLC on January 22, 2019. | Portfolio Manager-Aktien | 30.01.2019 |
Ausbildung von Jeff Christie
| 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 |
|---|---|
Ken Stern & Associates, Inc.
Ken Stern & Associates, Inc. Investment ManagersFinance Ken Stern & Associates, Inc. provides investment advice. The company is based in San Diego, CA. The company was founded in 1998 by Kenneth Aaron Stern. Ken Stern & Associates was acquired by Lido Advisors LLC on January 22, 2019. | Finance |
