JB Golden

Portfolio Manager-Fixed Income at Advisors Asset Management, Inc.

Consumer Services

Finance

Profile

Mr. Jeremiah B.
Golden, CFA MBA, is an Executive Director & Portfolio Manager at Advisors Asset Management, Inc. He has over 16 years of investment experience.
Prior to joining the portfolio management team, Mr. Golden served as 1st Vice President/Regional Director, managing AAM’s South Region fixed income sales and service desk.
In addition, he has served the firm in both a fixed income sales and trading capacity since joining the firm in 2004.
Mr. Golden earned his undergraduate degree from Texas A&M University and his law degree and MBA from the University of Houston.
He holds FINRA 7, 24, 65 and 66 registrations and is a CFA charter holder.

JB Golden active positions

Companies	Position	Start
Advisors Asset Management, Inc. Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.	Portfolio Manager-Fixed Income	-

All active positions of JB Golden

Training of JB Golden

The University of Houston Law Center	Graduate Degree
University of Houston	Masters Business Admin
Texas A&M University	Undergraduate Degree

Experiences
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Linked companies

Private companies	1
Advisors Asset Management, Inc. Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.	Finance