Aktive Positionen von Jim Heard
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
WBFG, Inc.
 WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Vorstandsvorsitzender | - | - |
| Präsident | - | - |
Karriereverlauf von Jim Heard
Ehemalige bekannte Positionen von Jim Heard
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
TrueWealth LLC
 TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans. | Vorstandsvorsitzender | 01.01.1999 | - |
| Vorsitzender | 01.01.1999 | - | |
| Gründer | 01.01.1999 | - | |
| Präsident | 01.01.1999 | - |
Ausbildung von Jim Heard
| Davidson College | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Chief Executive Officer | 2 |
| President | 2 |
| Chairman | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
TrueWealth LLC
TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans. | Finance |
WBFG, Inc.
WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Finance |
