Jason Duane Diefenthaler
Corporate Officer/Principal at Adviser Holdings LLC
Jason Duane Diefenthaler active positions
| Companies | Position | Start | End |
|---|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Corporate Officer/Principal | 2020-08-09 | - |
| Analyst-Fixed Income | 1999-12-31 | 2016-12-31 | |
| Portfolio Manager-Fixed Income | 1999-12-31 | 2020-08-09 | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Portfolio Manager-Fixed Income | 2020-08-09 | - |
Career history of Jason Duane Diefenthaler
Training of Jason Duane Diefenthaler
| Florida State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Fixed Income | 2 |
| Analyst-Fixed Income | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
