Jay Shearon
Investment Committee Member at Lincoln Financial Investments Corp.
Profile
Jay Thomas Shearon is a Portfolio Manager at Lincoln Financial Investments Corp.
since 2015.
He previously worked as a Senior Portfolio Manager at Consulting Group Advisory Services LLC, a Principal at Smith Barney & Co., Inc., and a Principal at a Regional Bank.
He received an undergraduate degree from Shippensburg University of Pennsylvania in 1994 and an MBA from the University of Delaware in 2000.
Jay Shearon active positions
| Companies | Position | Start |
|---|---|---|
Lincoln Financial Investments Corp.
 Lincoln Financial Investments Corp. Investment ManagersFinance Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies. | Investment Committee Member | 2015-08-31 |
Former positions of Jay Shearon
| Companies | Position | End |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
| Regional Bank | Corporate Officer/Principal | - |
Consulting Group Advisory Services LLC
 Consulting Group Advisory Services LLC Investment ManagersFinance Consulting Group Advisory Services LLC (CGAS) is a registered investment adviser headquartered in Purchase, New York. The firm is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). CGAS provides investment advisory services to individual and institutional investors. | Portfolio Manager-Equities | - |
Training of Jay Shearon
| Shippensburg University of Pennsylvania | Undergraduate Degree |
| University of Delaware | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Consulting Group Advisory Services LLC
Consulting Group Advisory Services LLC Investment ManagersFinance Consulting Group Advisory Services LLC (CGAS) is a registered investment adviser headquartered in Purchase, New York. The firm is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). CGAS provides investment advisory services to individual and institutional investors. | Finance |
Lincoln Financial Investments Corp.
Lincoln Financial Investments Corp. Investment ManagersFinance Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies. | Finance |
| Smith Barney & Co., Inc. | Finance |
| Regional Bank | Finance |
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