Profile
Jeffery James Sutton is currently Financial Adviser & Managing Director at LPWM LLC since 2019.
Formerly, Financial Advisor at Ameriprise Financial Services LLC from 2004 to 2019.
Education includes undergraduate studies at New York University and an MBA from The University of Colorado.
Jeffery James Sutton active positions
| Companies | Position | Start |
|---|---|---|
LPWM LLC
LPWM LLC Investment ManagersFinance Logan Park seeks to ensure they have a coherent, well-defined strategy in place that maintains the integrity of their clients’ financial plans regardless of changing circumstances. | Portfolio Manager-Equities | 01/03/2019 |
Former positions of Jeffery James Sutton
| Companies | Position | End |
|---|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/03/2019 |
Training of Jeffery James Sutton
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Colorado
The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LPWM LLC
LPWM LLC Investment ManagersFinance Logan Park seeks to ensure they have a coherent, well-defined strategy in place that maintains the integrity of their clients’ financial plans regardless of changing circumstances. | Finance |
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