Advisor at Ten Talents Asset Management
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Firm
Ten Talents Asset Management
Location
Cincinnati, OH
Credentials
CFA®, Series 63
Industry experience
10 years
John Smith is a CFA® charterholder with 10 years of industry experience. He is the sole advisor at Ten Talents Asset Management, where he has worked since 2021. Prior to this, he was employed at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2021. Outside of his advisory role, he works as a real estate analyst for Cushman & Wakefield. Ten Talents Asset Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and institutional clients. The firm employs a range of investment techniques and instruments, including derivatives and margin, and may utilize third-party managers to implement client mandates.
Based on Ten Talents Asset Management
0.65% annually
Account minimum: $100,000
Cincinnati, OH
Kentucky · Ohio · Texas
Ten Talents Capital, LLC
2021 - Present (5 years)
J.P. Morgan Institutional Investments Inc.
2015 - 2021 (6 years)
JPMorgan Investment Management Inc.
2015 - 2021 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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