![Caleb Samuel Rodriguez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of Caleb Samuel Rodriguez
Former positions of Caleb Samuel Rodriguez
Companies | Position | Start | End |
---|---|---|---|
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 | 2015-08-31 | 2020-03-26 |
Portfolio Manager-Equities | 2015-08-31 | 2020-03-26 |
Training of Caleb Samuel Rodriguez
San Diego State University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |