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Network origin in Jacob Daniel Palmer first degree
Entity | Entity type | Industry | |
---|---|---|---|
SWBC Investment Services LLC
![]() SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX.
3
| Subsidiary | Investment Banks/Brokers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jacob Daniel Palmer via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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. | Investment Managers | Corporate Officer/Principal | |
Anderson University | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
SWBC Investment Co.
![]() SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Investment Managers | Chief Executive Officer | |
University of Texas at San Antonio | College/University | Masters Business Admin | |
SWBC Life Insurance Co. (Investment Portfolio)
![]() SWBC Life Insurance Co. (Investment Portfolio) Investment ManagersFinance SWBC Life Insurance Co. (Investment Portfolio) (SWBC-IP) is the investment portfolio division of SWBC Life Insurance Co., an insurance company headquartered in San Antonio, Texas. The firm provides a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. SWBC-IP manages the client’s investment portfolio. | Investment Managers | Director of Finance/CFO |
Statistics
International
United States | 7 |
Sectoral
Finance | 4 |
Consumer Services | 4 |
Operational
Undergraduate Degree | 2 |
Director/Board Member | 2 |
Chief Executive Officer | 2 |
Corporate Officer/Principal | 2 |
Director of Finance/CFO | 1 |
Most connected contacts
Insiders | |
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Cindy Jorgensen | 4 |
John Patrick Tuohy | 4 |
Bobby J. White | 1 |
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