Jesse Felder
| Other Names: |
Jesse N Felder, Jesse Nolan Felder
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RIA |
Description
Jesse Felder, began his career in investment management at Bear, Stearns & Co. and later co-founded what is today a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. In 2000, he founded Felder & Company with a clear vision of creating an 'extended family office,' an exclusive client base whose
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best interests are of paramount importance to the firm. Over the past ten years he has stayed true to this vision by working with only a handful of families and dedicating his energies to managing their investments for careful growth. Outside of Felder & Company Jesse is a very happy husband and proud father of two children. When not working he enjoys playing music, golf and cross country skiing. He is also an avid Porsche enthusiast and a passionate child welfare advocate.
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Answers and Guides
Level 17
Level 17 Contributor
12 Answers and 6 Financial Guides
Top Answers
Answered Mar 15, 2012
near Bend, OR
A Price-to-earnings ratio is a standard measure of valuation used by most investors and for this reason shouldn't be ignored. Personally, however, I usually prefer to look at the enterprise value-to-EBITDA ratio for two reasons. First, "enterprise value"
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A Price-to-earnings ratio is a standard measure of valuation used by most investors and for this reason shouldn't be ignored. Personally, however, I usually prefer to look at the enterprise value-to-EBITDA ratio for two reasons. First, "enterprise value" factors in net cash or debt on the balance sheet. Second, "EBITDA" adds back non-cash charges like depreciation and amortization to the earnings side of the equation getting closer to a "cash earnings" number. Though it's not always 100% accurate, Yahoo Finance calculates this figure for thousands of companies under the "Key Statistics" tab on their quote page.
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Answered Jun 25, 2012
near Bend, OR
There are some good answers here already but I'd just add that it's important to distinguish between an investment and a trade or speculation. I have traded options and futures mostly for my personal account for over a decade and I've never once used
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There are some good answers here already but I'd just add that it's important to distinguish between an investment and a trade or speculation. I have traded options and futures mostly for my personal account for over a decade and I've never once used these tools as an investment vehicle. Every time I've used them it has been to trade or speculate (sometimes hedging) on shorter-term price movements. An investment, as defined by Ben Graham, "promises safety of principal and an adequate return." Because options and futures don't provide for safety of principal or adequate return they should be considered speculative. In light of this, my advice to new speculators is to only put that amount of money at risk that you're willing to lose completely. Many of the best traders in the world have lost everything at least once on the road to success. If you limit this amount to a tolerable level and view it as "tuition at the school of trading" (I think that's also from "Market Wizards") then you'll instantly leap ahead of 90% of the novice traders out there. Best of luck.
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Answered Jul 12, 2012
near Bend, OR
The mutual fund is a lingering relic of the 20th century quickly being replaced/made obsolete by the ETF (Exchange-Traded Fund). See http://en.wikipedia.org/wiki/Exchange-traded_fund
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Top Guides
Published Oct 02, 2012
"Cash is king," and "cash is trash" are two investing maxims usually trotted out at just the wrong time. In the spring of 2009, when many asset classes were as cheap as anyone had witnessed
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Published Jul 02, 2012
45 years after earning their NHL franchise, my L.A. Kings recently won their first Stanley Cup title and I think there is a major takeaway for investors in their victory: the Kings had trouble scoring
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Published Mar 15, 2012
The basic investment management system I laid out in my book, "FIRE Wall Street"(available as a free ebook at felder.co) is something anyone with a 4th grade math background and an hour once a month
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*Answers and guides are provided without compensation.
Advisor Information
Advisor Assets Under Management
$2.4M
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.
Advisor Client Types
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High Net Worth Individuals |
100% |
*The Client Types data displayed has been entered by the advisor and has not been verified.
Experience and Employment History
*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 10/15/2002, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
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License Status
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Registered
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Disclosures
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| As of Date |
10/15/2002
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*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
Advisor Exams
| Exam |
Series |
Passed Date |
| Uniform Combined State Law Examination |
Series 66 |
12/05/2000 |
Firm Compensation Arrangements
