Jennifer Winters
Chief Operating Officer at FINANCIAL GRAVITY COMPANIES, INC.
Net worth: 28 890 $ as of 2024-03-30
Profile
Jennifer Christine Winters is the founder of EQIS Holding, Inc. (founded in 2007) and EQIS Capital Management, Inc. (founded in 2003).
She held the title of Director at EQIS Holding, Inc. from 2010 to 2017 and Chief Compliance Officer & Executive VP at EQIS Capital Management, Inc. from 2007 to 2015.
Ms. Winters's current job(s) include Chief Operating Officer, Secretary & Director at Financial Gravity Cos., Inc. since 2019, Executive Vice President at Forta Financial Group, Inc., Member at Network of Executive Women, Member at National Association for Female Executives, Member at American Business Women's Association, Executive Vice President at Tax Master Network LLC, Member at International Association of Women, Executive Vice President at Mpath Advisor Services, Inc., and Executive Vice President at Fa Mentor LLC.
Ms. Winters's former job(s) include Chief Compliance Officer at US Securities & Exchange Commission and Chief Compliance Officer at Financial Industry Regulatory Authority, Inc.Ms. Winters's education history includes an undergraduate degree from Lewis University and an MBA from Pedago LLC.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-09-20 | 160,500 ( 0.17% ) | 28 890 $ | 2024-03-30 |
Jennifer Winters active positions
| Companies | Position | Start |
|---|---|---|
| FINANCIAL GRAVITY COMPANIES, INC. | Chief Operating Officer | 2020-05-20 |
| American Business Women's Association | Corporate Officer/Principal | - |
International Association of Women
 International Association of Women Miscellaneous Commercial ServicesCommercial Services International Association of Women offers women the opportunity to network with members at more than 100 local chapters. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Network of Executive Women
 Network of Executive Women Miscellaneous Commercial ServicesCommercial Services The Network of Executive Women organizes events and learning programs for its members. The non-profit company is based in Houston, TX. Lisa P. Baird has been the CEO of the company since 2023. | Corporate Officer/Principal | - |
National Association for Female Executives
 National Association for Female Executives Miscellaneous Commercial ServicesCommercial Services The National Association for Female Executives operates associations for women professionals and business owners. The non-profit company is based in New York, NY. | Corporate Officer/Principal | - |
Forta Financial Group, Inc.
 Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Corporate Officer/Principal | - |
| Mpath Advisor Services, Inc. | Corporate Officer/Principal | - |
| Fa Mentor LLC | Corporate Officer/Principal | - |
Tax Master Network LLC
 Tax Master Network LLC Packaged SoftwareTechnology Services Tax Master Network LLC engages in the provision of tax planning software and training services. It offers a system that generates proactive tax plans tailored to clients’ circumstances and gives business development system. The company was founded by Edward A. Lyon and Keith A. VandeStadt in May 26, 2005 and is headquartered in Cincinnati, OH. | Corporate Officer/Principal | - |
Former positions of Jennifer Winters
| Companies | Position | End |
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| ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░░░░░░ ░░░░░░░ | - |
| ░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░ | ░░░░░░░░░░ ░░░░░░░ | - |
Training of Jennifer Winters
| Lewis University | Undergraduate Degree |
| Pedago LLC | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| FINANCIAL GRAVITY COMPANIES, INC. | Finance |
| Private companies | 12 |
|---|---|
Forta Financial Group, Inc.
Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Finance |
| US Securities & Exchange Commission | Finance |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Investment Banks/BrokersFinance Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Finance |
Network of Executive Women
Network of Executive Women Miscellaneous Commercial ServicesCommercial Services The Network of Executive Women organizes events and learning programs for its members. The non-profit company is based in Houston, TX. Lisa P. Baird has been the CEO of the company since 2023. | Commercial Services |
National Association for Female Executives
National Association for Female Executives Miscellaneous Commercial ServicesCommercial Services The National Association for Female Executives operates associations for women professionals and business owners. The non-profit company is based in New York, NY. | Commercial Services |
| American Business Women's Association | |
EQIS Holding, Inc.
 EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Technology Services |
Freedom Investment Management, Inc. (US)
 Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Finance |
Tax Master Network LLC
Tax Master Network LLC Packaged SoftwareTechnology Services Tax Master Network LLC engages in the provision of tax planning software and training services. It offers a system that generates proactive tax plans tailored to clients’ circumstances and gives business development system. The company was founded by Edward A. Lyon and Keith A. VandeStadt in May 26, 2005 and is headquartered in Cincinnati, OH. | Technology Services |
International Association of Women
International Association of Women Miscellaneous Commercial ServicesCommercial Services International Association of Women offers women the opportunity to network with members at more than 100 local chapters. The company is headquartered in Chicago, IL. | Commercial Services |
| Mpath Advisor Services, Inc. | |
| Fa Mentor LLC |
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