JB Golden
Portfolio Manager-Fixed Income at Advisors Asset Management, Inc.
JB Golden active positions
| Companies | Position | Start | End |
|---|---|---|---|
Advisors Asset Management, Inc.
 Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Portfolio Manager-Fixed Income | - | - |
| Sales & Marketing | 2004-06-30 | - | |
| Trading-Fixed Income | 2004-06-30 | - |
Career history of JB Golden
Training of JB Golden
| The University of Houston Law Center | Graduate Degree |
| University of Houston | Masters Business Admin |
| Texas A&M University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Fixed Income | 1 |
| Sales & Marketing | 1 |
| Trading-Fixed Income | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
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