Jane Edmondson
Chief Executive Officer at EQM Capital LLC
Profile
Jane Louise Edmondson is the founder of JLE Wealth Management LLC, which was founded in 2013.
Ms. Edmondson is also the founder of EQM Indexes LLC.
Ms. Edmondson's former job positions include being an Investment Analyst at Nicholas-Applegate Capital Management from 1996 to 2010, a Financial Consultant at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 1991 to 1996, and a Vice President & Portfolio Manager at Allianz Global Investors U.S.
LLC from 2010 to 2012.
Ms. Edmondson's education history includes an MBA from San Diego State University in 2001 and an undergraduate degree from the University of California, Irvine in 1988.
Jane Edmondson active positions
Companies | Position | Start |
---|---|---|
EQM Capital LLC
EQM Capital LLC Investment ManagersFinance JLE Wealth Management LLC (JLE) is an independent, employee and woman-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jane Edmondson in 2013 as EQM Capital LLC and changed their name to JLE Wealth Management LLC in 2024. JLE provides financial advisors and individual investors with risk managed ETF Model Portfolio solutions. | Chief Executive Officer | 31/12/2012 |
EQM Indexes LLC
EQM Indexes LLC Investment ManagersFinance EQM Indexes LLC creates and supports indexes that track growth industries and emerging investment themes. It offers thematic indexes such as online retail, international ecommerce, block chain, battery metals and mining, brand value, and global cannabis. The company was founded by Jane Edmondson and Dan Janowiak and is headquartered in San Diego, CA. | Chief Executive Officer | - |
Former positions of Jane Edmondson
Companies | Position | End |
---|---|---|
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Portfolio Manager-Equities | 30/09/2012 |
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Portfolio Manager-Equities | 31/12/2009 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | - |
Training of Jane Edmondson
San Diego State University | Masters Business Admin |
University of California, Irvine | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Private companies | 5 |
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Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
EQM Capital LLC
EQM Capital LLC Investment ManagersFinance JLE Wealth Management LLC (JLE) is an independent, employee and woman-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jane Edmondson in 2013 as EQM Capital LLC and changed their name to JLE Wealth Management LLC in 2024. JLE provides financial advisors and individual investors with risk managed ETF Model Portfolio solutions. | Finance |
EQM Indexes LLC
EQM Indexes LLC Investment ManagersFinance EQM Indexes LLC creates and supports indexes that track growth industries and emerging investment themes. It offers thematic indexes such as online retail, international ecommerce, block chain, battery metals and mining, brand value, and global cannabis. The company was founded by Jane Edmondson and Dan Janowiak and is headquartered in San Diego, CA. | Finance |
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