Julian James
Analyst-Equity bei Capital Group Private Client Services, Inc.
Profil
Julian George James is an Investment Analyst at Capital Group Private Client Services, Inc. He previously worked as a Director at BlackRock Advisors LLC from 2019 to 2021 and as an Analyst at Truist Securities, Inc. from 2010 to 2011.
Mr. James received his undergraduate degree from the University of Georgia in 2010.
Aktive Positionen von Julian James
Unternehmen | Position | Beginn |
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Capital Group Private Client Services, Inc.
Capital Group Private Client Services, Inc. Investment ManagersFinance Capital Group Private Client Services, Inc. (CGPCS) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Jonathan B. Lovelace in 2020. They are a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Cos., Inc. CGPCS provides investment management and related services primarily to high net-worth individuals and charitable organizations. These services include investments in separate securities, mutual funds and other pooled investment vehicles. | Analyst-Equity | 01.02.2021 |
Ehemalige bekannte Positionen von Julian James
Unternehmen | Position | Ende |
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BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Forschungsdirektor - Fxd Inc | 01.02.2021 |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Analyst-Equity | 01.08.2011 |
Ausbildung von Julian James
University of Georgia | 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 | 3 |
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BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Finance |
Capital Group Private Client Services, Inc.
Capital Group Private Client Services, Inc. Investment ManagersFinance Capital Group Private Client Services, Inc. (CGPCS) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Jonathan B. Lovelace in 2020. They are a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Cos., Inc. CGPCS provides investment management and related services primarily to high net-worth individuals and charitable organizations. These services include investments in separate securities, mutual funds and other pooled investment vehicles. | Finance |