Profile
Mr. Jarrod Upton is Senior Vice President at Investors Asset Management, Inc. He joined IAM in 2010.
Prior to joining IAM, he worked at Fidelity Investments, TD Ameritrade, and Cintas Corporation in various management, sales, and client-facing capacities.
Mr. Upton received a BBA in Marketing from Texas Tech University (2002), MBA from Texas Tech University (2010), and a MS in Personal Financial Planning from Texas Tech University (2010).
He has held the Series 7 (General Securities), Series 63 (State Laws) and Series 26 (Limited Principle) FINRA licenses.
He is very active in his local community, serving on various boards and committees.
He is an active member of the Financial Planning Association, Texas Tech Alumni Association, and the Lambda Chi Alpha Alumni Association.
He enjoys being active in his local church, running, golfing, fishing, cooking, and spending time with his family and friends.
Jarrod and his wife, Amanda, live in the Fort Worth area.
Former positions of Jarrod Upton
| Companies | Position | End |
|---|---|---|
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Investment Committee Member | 30/12/2012 |
| CINTAS CORPORATION | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | - |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Training of Jarrod Upton
| Texas Tech University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CINTAS CORPORATION | Consumer Services |
| Private companies | 3 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
- Stock Market
- Insiders
- Jarrod Upton
