![Lee Jones](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lee Jones
Gestionnaire de Portefeuille-Actions chez
Golden State Equity Partners LLC
Finance
Profil
Lee Burton Jones has worked as an Investment Adviser at Ascentis Independent Advisors LLC since 2021.
The current job is Investment Adviser at Ascentis Independent Advisors LLC, starting in 2021 and ongoing.
Postes actifs de Lee Jones
| Sociétés | Poste | Début |
|---|---|---|
Golden State Equity Partners LLC
 Golden State Equity Partners LLC Investment ManagersFinance GSEP creates a portfolio that consists of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client's individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Portfolios is designed to meet a particular investment goal, determined to be suitable to the client's circumstances. | Gestionnaire de Portefeuille-Actions | 01/02/2021 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Golden State Equity Partners LLC
Golden State Equity Partners LLC Investment ManagersFinance GSEP creates a portfolio that consists of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client's individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Portfolios is designed to meet a particular investment goal, determined to be suitable to the client's circumstances. | Finance |
