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Karriereverlauf von Jonathan Dean Held
Ehemalige bekannte Positionen von Jonathan Dean Held
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
SNS Financial Group LLC
![]() SNS Financial Group LLC Investment ManagersFinance SNS Financial Group LLC, do-business-as Vector Wealth Management (Vector), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Todd Stueve in 2017 through the combination of Vector Wealth Management LLC (established in 1993) and SNS Financial Group LLC (established in 2009). In 2019, the firm was acquired by Bluespring Wealth Partners LLC (fka Kestra Acquired Holdings, Inc.), a wholly-owned subsidiary of Kestra Financial, Inc. Vector provides investment advisory services to individuals, business owners, pension and profit-sharing plans, trusts and estates. | Trading-Equity | 01.01.2013 | - |
Portfolio Manager-Aktien | 01.01.2013 | - |
Ausbildung von Jonathan Dean Held
University of Minnesota Duluth | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Trading-Equity | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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SNS Financial Group LLC
![]() SNS Financial Group LLC Investment ManagersFinance SNS Financial Group LLC, do-business-as Vector Wealth Management (Vector), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Todd Stueve in 2017 through the combination of Vector Wealth Management LLC (established in 1993) and SNS Financial Group LLC (established in 2009). In 2019, the firm was acquired by Bluespring Wealth Partners LLC (fka Kestra Acquired Holdings, Inc.), a wholly-owned subsidiary of Kestra Financial, Inc. Vector provides investment advisory services to individuals, business owners, pension and profit-sharing plans, trusts and estates. | Finance |
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