Career history of Jim Aaron Horton
Former positions of Jim Aaron Horton
Companies | Position | Start | End |
---|---|---|---|
Andina Capital Management LLC
Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners. | Corporate Officer/Principal | 2008-12-31 | 2013-05-31 |
Sofara, Inc.
Sofara, Inc. Investment ManagersFinance Sofara, Inc. is a financial group that provides investment and retirement advice to individuals and employers. The private company is based in San Jose, CA and was founded by Jim Aaron Horton. The company is a fiduciary, meaning their advisors prioritize the best interests of their clients. Sofara offers customized strategies for saving and investing, with low fees and a variety of investment products tailored to individual situations. The company also specializes in retirement income planning, helping clients create long-term income strategies based on their needs. | Founder | 2004-12-30 | 2004-12-30 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 2002-12-30 | 2002-12-30 |
Morgan Stanley Dean Witter | Corporate Officer/Principal | 1998-12-31 | - |
1-800 Pharmacy, Inc.
1-800 Pharmacy, Inc. Drugstore ChainsRetail Trade 1-800-Pharmacy, Inc. provides online pharmacy and cosmetic products. It offers prescription drugs, health and beauty, personal care, wellness and supplements products. The company was founded by Jonathan Tanner in September 2006 and is headquartered in Saratoga, CA. | Director/Board Member | 2010-09-30 | - |
Training of Jim Aaron Horton
Brigham Young University | Undergraduate Degree |
Statistics
International
United States | 6 |
2 |
Operational
Corporate Officer/Principal | 3 |
Founder | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Retail Trade | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Andina Capital Management LLC
Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners. | Finance |
Morgan Stanley Dean Witter | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Sofara, Inc.
Sofara, Inc. Investment ManagersFinance Sofara, Inc. is a financial group that provides investment and retirement advice to individuals and employers. The private company is based in San Jose, CA and was founded by Jim Aaron Horton. The company is a fiduciary, meaning their advisors prioritize the best interests of their clients. Sofara offers customized strategies for saving and investing, with low fees and a variety of investment products tailored to individual situations. The company also specializes in retirement income planning, helping clients create long-term income strategies based on their needs. | Finance |
1-800 Pharmacy, Inc.
1-800 Pharmacy, Inc. Drugstore ChainsRetail Trade 1-800-Pharmacy, Inc. provides online pharmacy and cosmetic products. It offers prescription drugs, health and beauty, personal care, wellness and supplements products. The company was founded by Jonathan Tanner in September 2006 and is headquartered in Saratoga, CA. | Retail Trade |
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