Profile
Mr. Jonathan D.
Held is Portfolio Manager & Lead Trader at SNS Financial Group LLC.
Mr. Held received his BBA in Finance from University of Minnesota, Duluth.
Former positions of Jonathan Dean Held
| Companies | Position | End |
|---|---|---|
SNS Financial Group LLC
 SNS Financial Group LLC Investment ManagersFinance SNS Financial Group LLC, do-business-as Vector Wealth Management (Vector), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Todd Stueve in 2017 through the combination of Vector Wealth Management LLC (established in 1993) and SNS Financial Group LLC (established in 2009). In 2019, the firm was acquired by Bluespring Wealth Partners LLC (fka Kestra Acquired Holdings, Inc.), a wholly-owned subsidiary of Kestra Financial, Inc. Vector provides investment advisory services to individuals, business owners, pension and profit-sharing plans, trusts and estates. | Trading-Equity | - |
Training of Jonathan Dean Held
| University of Minnesota Duluth | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
SNS Financial Group LLC
SNS Financial Group LLC Investment ManagersFinance SNS Financial Group LLC, do-business-as Vector Wealth Management (Vector), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Todd Stueve in 2017 through the combination of Vector Wealth Management LLC (established in 1993) and SNS Financial Group LLC (established in 2009). In 2019, the firm was acquired by Bluespring Wealth Partners LLC (fka Kestra Acquired Holdings, Inc.), a wholly-owned subsidiary of Kestra Financial, Inc. Vector provides investment advisory services to individuals, business owners, pension and profit-sharing plans, trusts and estates. | Finance |
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