Ashley Jones Guerra
Oficial de Cumplimiento en Gamble Jones Investment Counsel .
Perfil
Ms. Ashley J.
Guerra is a Principal & Chief Compliance Officer at Gamble Jones Investment Counsel.
She began her professional career with the firm in early 1996.
In 2000, she began working with individual clients as a portfolio manager.
Ms. Guerra was previously employed as a Member by The Wellness Community Valley.
She received her B.A.
Political Science from the University of San Diego in 1994 and an M.B.A.
from Woodbury University in 2003.
Cargos activos de Ashley Jones Guerra
Empresas | Cargo | Inicio |
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Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Oficial de Cumplimiento | 01/01/2001 |
Antiguos cargos conocidos de Ashley Jones Guerra.
Empresas | Cargo | Fin |
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The Wellness Community Valley | Corporate Officer/Principal | - |
Formación de Ashley Jones Guerra.
University of San Diego | Undergraduate Degree |
Woodbury University | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
Empresas privadas | 2 |
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Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Finance |
The Wellness Community Valley |
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