Perfil
Mr. Caleb S.
Rodriguez is an Investment Associate at Jackson Financial Management Inc. He is responsible for supporting the functions of the Investment Department, including cash management, portfolio rebalancing and investment research.
Mr. Rodriguez began his career in financial services – handling various assignments at investment management firms.
He graduated from San Diego State University in 2013 with a degree in Quantitative Economics.
Antiguos cargos conocidos de Caleb Samuel Rodriguez.
| Empresas | Cargo | Fin |
|---|---|---|
Jackson Financial Management, Inc.
 Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. | Analyst-Equity | 27/03/2020 |
Formación de Caleb Samuel Rodriguez.
| San Diego State University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Jackson Financial Management, Inc.
Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. | Finance |
- Bolsa de valores
- Insiders
- Caleb Samuel Rodriguez
