Jonathan Shuford Dinkins
Director Ejecutivo en Glass Jacobson Investment Advisors LLC .
Perfil
Mr. Jonathan S.
Dinkins, CPA, is a Managing Director & Chief Executive Officer at Glass Jacobson Investment Advisors LLC.
He joined the firm in July 2002 an he oversees the financial services group.
With more than 40 years of experience in financial management, Jon has experience advising institutional investors, plan sponsors, high net worth individuals and other profit and not-for-profit enterprises.
As Chief Compliance Officer (CCO), he has led the firm to adopt the Fiduciary Standard to serve its clients “Best Interests.” In 2018 the firm became CEFEX certified.
CEFEX certified firms have demonstrated their adherence to the fiduciary standard by adopting industry best practices for advising their clients.
He has extensive wealth management experience advising senior executives and high net worth individuals and their families.
His expertise includes advising plan trustees and sponsors on compliance and fiduciary conduct for institutional investment portfolios, general asset allocation, and asset management.
Mr. Dinkins was employed as a Senior Manager by Ernst & Young Capital Advisors LLC.
Mr. Dinkins received his undergraduate degree in Accounting from Marshall University.
He is a certified public accountant (CPA) and an investment advisor representative.
He earned the personal financial specialist (PFS) designation from the American Institute of CPAs, the certified investment management analyst (CIMA) designation from the Investments & Wealth Institute, and the accredited investment fiduciary (AIF) designation from the Center for Fiduciary Studies.
Cargos activos de Jonathan Shuford Dinkins
Empresas | Cargo | Inicio |
---|---|---|
Glass Jacobson Investment Advisors LLC
Glass Jacobson Investment Advisors LLC Investment ManagersFinance Glass Jacobson Investment Advisors LLC, dba Glass Jacobson Wealth Advisors (Glass Jacobson), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Owings Mill, Maryland. The firm was founded in 1998. Glass Jacobson provides investment advice to individuals, families, and businesses. | Director Ejecutivo | 01/07/2002 |
Antiguos cargos conocidos de Jonathan Shuford Dinkins.
Empresas | Cargo | Fin |
---|---|---|
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 01/07/2002 |
Formación de Jonathan Shuford Dinkins.
Marshall 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 | 2 |
---|---|
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Glass Jacobson Investment Advisors LLC
Glass Jacobson Investment Advisors LLC Investment ManagersFinance Glass Jacobson Investment Advisors LLC, dba Glass Jacobson Wealth Advisors (Glass Jacobson), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Owings Mill, Maryland. The firm was founded in 1998. Glass Jacobson provides investment advice to individuals, families, and businesses. | Finance |
- Bolsa de valores
- Insiders
- Jonathan Shuford Dinkins