Network origin in Jason Robert Romero first degree
Entity | Entity type | Industry | |
---|---|---|---|
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason Robert Romero via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M is the investment adviser to the Capital Group exchange-traded funds (ETFs) and to the American Funds family of mutual funds. | Investment Managers | Analyst-Equity | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Seattle University | College/University | Undergraduate Degree |
Statistics
International
United States | 7 |
Sectoral
Finance | 4 |
Consumer Services | 4 |
Operational
Analyst-Equity | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 2 |
Masters Business Admin | 1 |
Analyst-Fixed Income | 1 |
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