Ned Davis Research
James Jacobs is a finance professional with a diverse background in client services and administrative roles. Currently employed as a Client Services Associate at Ned Davis Research since August 2023 and as a Refund Associate at Flywire, James has demonstrated a commitment to customer service. Previous experience includes positions as a Loan Assistant at Conventus Holdings Corp., an Executive Assistant at Kooper Capital, and a Financial Relationship Consultant at Regions Bank. Additionally, James has served as a Freelance Writer, honing skills in research, typing, and data entry. Educational credentials comprise a Bachelor's degree in Finance from the University of Central Florida and an Associate's degree in Finance from the State College of Florida-Manatee-Sarasota.
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Ned Davis Research
Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.