Perfil
Mr. Jason Brothers is a Senior Securities Trader at Reilly Financial Advisors LLC.
He works closely with the Managing Director of Trading to implement the firm’s investment strategies by purchasing and selling securities and rebalancing client portfolios.
He received his bachelor’s degree in business economics from University of California, Irvine, and his dual master’s degree in business administration and finance from the University of San Diego.
Antiguos cargos conocidos de Jason Brothers.
Empresas | Cargo | Fin |
---|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Trading-Equity | 01/04/2022 |
Formación de Jason Brothers.
University of California, Irvine | Undergraduate Degree |
University of San Diego | Masters Business Admin |
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 |
---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
- Bolsa de valores
- Insiders
- Jason Brothers