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Profil
Mr. Jarrod Upton is Senior Vice President at Investors Asset Management, Inc. He joined IAM in 2010.
Prior to joining IAM, he worked at Fidelity Investments, TD Ameritrade, and Cintas Corporation in various management, sales, and client-facing capacities.
Mr. Upton received a BBA in Marketing from Texas Tech University (2002), MBA from Texas Tech University (2010), and a MS in Personal Financial Planning from Texas Tech University (2010).
He has held the Series 7 (General Securities), Series 63 (State Laws) and Series 26 (Limited Principle) FINRA licenses.
He is very active in his local community, serving on various boards and committees.
He is an active member of the Financial Planning Association, Texas Tech Alumni Association, and the Lambda Chi Alpha Alumni Association.
He enjoys being active in his local church, running, golfing, fishing, cooking, and spending time with his family and friends.
Jarrod and his wife, Amanda, live in the Fort Worth area.
Anciens postes connus de Jarrod Upton
| Sociétés | Poste | Fin |
|---|---|---|
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance The investment philosophy at IAM is 'Selective Investment'. It is long-term, value based and inclusive of social investment selectivity. Portfolio managers focus on companies of excellence in fundamental and social characteristics. Selective Investment is based on excellence of qualities in companies researched in the following areas: financial management and performance, definition and execution of strategy, return to shareholders, quality and societal usefulness of product, treatment of employees, representation of women and minorities, environmental policies and practices, benefits returned to communities and management ethics and corporate culture. The objective is long-term, consistent returns. | Membre du Comité d'Investissement | 31/12/2012 |
| CINTAS CORPORATION | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Jarrod Upton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cintas Corp.
 Cintas Corp. Miscellaneous Commercial ServicesCommercial Services Provides uniform rental, facility support and first aid services | Commercial Services |
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance The investment philosophy at IAM is 'Selective Investment'. It is long-term, value based and inclusive of social investment selectivity. Portfolio managers focus on companies of excellence in fundamental and social characteristics. Selective Investment is based on excellence of qualities in companies researched in the following areas: financial management and performance, definition and execution of strategy, return to shareholders, quality and societal usefulness of product, treatment of employees, representation of women and minorities, environmental policies and practices, benefits returned to communities and management ethics and corporate culture. The objective is long-term, consistent returns. | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Texas Tech University
 Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
