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Career history of Jonathan Dean Held
Former positions of Jonathan Dean Held
Companies | Position | Start | End |
---|---|---|---|
SNS Financial Group LLC
![]() SNS Financial Group LLC Investment ManagersFinance SNS Financial Group LLC, do-business-as Vector Wealth Management (Vector), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Todd Stueve in 2017 through the combination of Vector Wealth Management LLC (established in 1993) and SNS Financial Group LLC (established in 2009). In 2019, the firm was acquired by Bluespring Wealth Partners LLC (fka Kestra Acquired Holdings, Inc.), a wholly-owned subsidiary of Kestra Financial, Inc. Vector provides investment advisory services to individuals, business owners, pension and profit-sharing plans, trusts and estates. | Trading-Equity | 2012-12-31 | - |
Portfolio Manager-Equities | 2012-12-31 | - |
Training of Jonathan Dean Held
University of Minnesota Duluth | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Trading-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 |
---|---|
SNS Financial Group LLC
![]() SNS Financial Group LLC Investment ManagersFinance SNS Financial Group LLC, do-business-as Vector Wealth Management (Vector), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Todd Stueve in 2017 through the combination of Vector Wealth Management LLC (established in 1993) and SNS Financial Group LLC (established in 2009). In 2019, the firm was acquired by Bluespring Wealth Partners LLC (fka Kestra Acquired Holdings, Inc.), a wholly-owned subsidiary of Kestra Financial, Inc. Vector provides investment advisory services to individuals, business owners, pension and profit-sharing plans, trusts and estates. | Finance |
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