Jennifer Winters

Geschäftsführer bei FINANCIAL GRAVITY COMPANIES, INC.

54 Jahre

Commercial Services

Finance

Consumer Services

Profil

Jennifer Christine Winters is the founder of EQIS Holding, Inc., founded in 2007, where the title held was Director from 2010 to 2017.
Ms. Winters was the founder of Freedom Investment Management, Inc. (US), founded in 2003, where the title held was Chief Compliance Officer & Executive VP from 2007 to 2015.
Ms. Winters currently holds the positions of Chief Operating Officer, Secretary & Director at Financial Gravity Cos., Inc. since 2020, Executive Vice President at Forta Financial Group, Inc., Member at Network of Executive Women, Member at National Association for Female Executives, Member at American Business Women's Association, Executive Vice President at Tax Master Network LLC, Member at International Association of Women, Executive Vice President at Mpath Advisor Services, Inc., and Executive Vice President at Fa Mentor LLC.
Former jobs include Chief Compliance Officer at US Securities & Exchange Commission and Chief Compliance Officer at Financial Industry Regulatory Authority, Inc. Education includes undergraduate studies at Lewis University and an MBA from Pedago LLC.

Aktive Positionen von Jennifer Winters

Unternehmen	Position	Beginn
FINANCIAL GRAVITY COMPANIES, INC.	Geschäftsführer	21.05.2020
American Business Women's Association American Business Women's Association Miscellaneous Commercial ServicesCommercial Services Operates as an organization for the advancement of women career	Corporate Officer/Principal	-
International Association of Women International Association of Women Miscellaneous Commercial ServicesCommercial Services Operates a professional association for women	Corporate Officer/Principal	-
Network of Executive Women Network of Executive Women Miscellaneous Commercial ServicesCommercial Services Organizes events and learning programs for its members	Corporate Officer/Principal	-
National Association for Female Executives National Association for Female Executives Miscellaneous Commercial ServicesCommercial Services Operates associations for women professionals and business owners	Corporate Officer/Principal	-
Forta Financial Group, Inc. Forta Financial Group, Inc. Investment ManagersFinance Provides financial planning and advisory services	Corporate Officer/Principal	-
Mpath Advisor Services, Inc.	Corporate Officer/Principal	-
Fa Mentor LLC	Corporate Officer/Principal	-
Tax Master Network LLC Tax Master Network LLC Packaged SoftwareTechnology Services Provides tax-planning software and training services	Corporate Officer/Principal	-

Alle aktiven Positionen von Jennifer Winters

Ehemalige bekannte Positionen von Jennifer Winters

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Unternehmensverbindungen

Private Unternehmen	15
Forta Financial Group, Inc. Forta Financial Group, Inc. Investment ManagersFinance Provides financial planning and advisory services	Finance
Lewis University Lewis University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
US Securities & Exchange Commission US Securities & Exchange Commission Investment Banks/BrokersFinance Provides securities and commission services	Finance
Financial Industry Regulatory Authority, Inc. Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a non profit organization that focuses on governing activities of all broker-dealer firms and brokers	Commercial Services
Network of Executive Women Network of Executive Women Miscellaneous Commercial ServicesCommercial Services Organizes events and learning programs for its members	Commercial Services
National Association for Female Executives National Association for Female Executives Miscellaneous Commercial ServicesCommercial Services Operates associations for women professionals and business owners	Commercial Services
American Business Women's Association American Business Women's Association Miscellaneous Commercial ServicesCommercial Services Operates as an organization for the advancement of women career	Commercial Services
EQIS Holding, Inc. EQIS Holding, Inc. Packaged SoftwareTechnology Services Develops investment and asset management platform solutions	Technology Services
Freedom Investment Management, Inc. (US) Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom utilizes quantitative tools, factor-based strategies, and systematic investment approaches in the management of client portfolios. The firm also believes in efficient markets and that passive fund management can be an effective means to take advantage of those efficiencies. For some of their model portfolios, they look for pure asset-class investment vehicles with which to build efficient and low-cost portfolios. Freedom uses low-cost asset-class and/or index mutual funds to structure certain portfolios. They will use certain ETFs to construct certain portfolios. On occasion, the firm will allocate funds to traditional actively managed investment products.	Finance
Tax Master Network LLC Tax Master Network LLC Packaged SoftwareTechnology Services Provides tax-planning software and training services	Technology Services
Financial Gravity Cos., Inc. Financial Gravity Cos., Inc. Investment ManagersFinance Operates as a holding company whose subsidiaries provides investment advisory, security brokerage and taxation services	Finance
Pedago LLC Pedago LLC Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
International Association of Women International Association of Women Miscellaneous Commercial ServicesCommercial Services Operates a professional association for women	Commercial Services
Mpath Advisor Services, Inc.
Fa Mentor LLC