Profil
Jeff Schweon is currently a Member-Governors Board at Investment Adviser Association.
Previously, he worked as a Chief Compliance Officer & Chief Legal Officer at Williams, Jones & Associates LLC.
Postes actifs de Jeff Schweon
| Sociétés | Poste | Début |
|---|---|---|
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Operates not-for-profit association that exclusively represents the interests of federally registered investment advisory firms | Directeur/Membre du Conseil | - |
Anciens postes connus de Jeff Schweon
| Sociétés | Poste | Fin |
|---|---|---|
Williams, Jones & Associates LLC
Williams, Jones & Associates LLC Investment ManagersFinance Williams Jones & Associates' (WJA) investment approach focuses on long-term growth of capital through proper asset allocation, a blended growth and value equity style and active fixed-income management. The firm seeks to produce high quality risk-adjusted returns on total capital through investments in stocks, fixed income securities (bonds and bond funds), mutual funds, ETFs and hedge funds. They continually assess the allocation of each client's investment capital based on the probabilities of various economic and market scenarios. This process typically leads to modest adjustments in equity market sector weightings and/or fixed-income portfolio duration. | Conseiller Juridique Général | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Williams, Jones & Associates LLC
Williams, Jones & Associates LLC Investment ManagersFinance Williams Jones & Associates' (WJA) investment approach focuses on long-term growth of capital through proper asset allocation, a blended growth and value equity style and active fixed-income management. The firm seeks to produce high quality risk-adjusted returns on total capital through investments in stocks, fixed income securities (bonds and bond funds), mutual funds, ETFs and hedge funds. They continually assess the allocation of each client's investment capital based on the probabilities of various economic and market scenarios. This process typically leads to modest adjustments in equity market sector weightings and/or fixed-income portfolio duration. | Finance |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Operates not-for-profit association that exclusively represents the interests of federally registered investment advisory firms | Commercial Services |
















