Jarrod Upton

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Profile

Mr. Jarrod Upton is Senior Vice President at Investors Asset Management, Inc. He joined IAM in 2010.
Prior to joining IAM, he worked at Fidelity Investments, TD Ameritrade, and Cintas Corporation in various management, sales, and client-facing capacities.
Mr. Upton received a BBA in Marketing from Texas Tech University (2002), MBA from Texas Tech University (2010), and a MS in Personal Financial Planning from Texas Tech University (2010).
He has held the Series 7 (General Securities), Series 63 (State Laws) and Series 26 (Limited Principle) FINRA licenses.
He is very active in his local community, serving on various boards and committees.
He is an active member of the Financial Planning Association, Texas Tech Alumni Association, and the Lambda Chi Alpha Alumni Association.
He enjoys being active in his local church, running, golfing, fishing, cooking, and spending time with his family and friends.
Jarrod and his wife, Amanda, live in the Fort Worth area.

Former positions of Jarrod Upton

Companies	Position	End
Investors Asset Management, Inc. Investors Asset Management, Inc. Investment ManagersFinance The investment philosophy at IAM is 'Selective Investment'. It is long-term, value based and inclusive of social investment selectivity. Portfolio managers focus on companies of excellence in fundamental and social characteristics. Selective Investment is based on excellence of qualities in companies researched in the following areas: financial management and performance, definition and execution of strategy, return to shareholders, quality and societal usefulness of product, treatment of employees, representation of women and minorities, environmental policies and practices, benefits returned to communities and management ethics and corporate culture. The objective is long-term, consistent returns.	Investment Committee Member	31/12/2012
CINTAS CORPORATION	Corporate Officer/Principal	-
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Cintas Corp. Cintas Corp. Miscellaneous Commercial ServicesCommercial Services Provides uniform rental, facility support and first aid services	Commercial Services
Investors Asset Management, Inc. Investors Asset Management, Inc. Investment ManagersFinance The investment philosophy at IAM is 'Selective Investment'. It is long-term, value based and inclusive of social investment selectivity. Portfolio managers focus on companies of excellence in fundamental and social characteristics. Selective Investment is based on excellence of qualities in companies researched in the following areas: financial management and performance, definition and execution of strategy, return to shareholders, quality and societal usefulness of product, treatment of employees, representation of women and minorities, environmental policies and practices, benefits returned to communities and management ethics and corporate culture. The objective is long-term, consistent returns.	Finance
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Texas Tech University Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Finance