Profile
Heather Lynn Jones is the founder of Heather Jones Research LLC, which was founded in 2019.
She held the title of Senior Analyst at the company from 2019 to 2021.
Ms. Jones also has former job experience, including working as a Managing Director & Senior Equity Analyst at The Vertical Trading Group LLC from 2016 to 2019, as well as at BB&T Securities LLC (Broker) from 2001 to 2016.
She was a Junior Analyst at Bear, Stearns & Co., Inc. and an Investment Officer at Evergreen Asset Management, Inc. Ms. Jones is currently working as an Analyst at Candlestick Capital Management LP from 2021 to 2023.
She obtained her undergraduate degree from Liberty University.
Former positions of Heather Lynn Jones
| Companies | Position | End |
|---|---|---|
Candlestick Capital Management LP
Candlestick Capital Management LP Investment ManagersFinance Candlestick Capital seeks to generate attractive, risk-adjusted returns by employing a long-short strategy focused chiefly, though not exclusively, on the equity (and equity-related) securities of companies in the global consumer, internet and select industrial sectors, principally though not exclusively in the US. The firm’s investment theses for both long and short trading views are the products of a rigorous, bottom-up, fundamentally driven research process. Candlestick Capital generally seeks to maintain a low- to modest- net exposure to the broader markets. | Analyst-Equity | 01/07/2023 |
Heather Jones Research LLC
Heather Jones Research LLC Investment ManagersFinance Provides investment research | Founder | 01/06/2021 |
The Vertical Trading Group LLC
The Vertical Trading Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/05/2019 |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/09/2016 |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Analyst-Equity | 30/09/2001 |
Training of Heather Lynn Jones
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
The Vertical Trading Group LLC
The Vertical Trading Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Evergreen Asset Management, Inc. | Finance |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Liberty University
Liberty University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Heather Jones Research LLC
Heather Jones Research LLC Investment ManagersFinance Provides investment research | Finance |
Candlestick Capital Management LP
Candlestick Capital Management LP Investment ManagersFinance Candlestick Capital seeks to generate attractive, risk-adjusted returns by employing a long-short strategy focused chiefly, though not exclusively, on the equity (and equity-related) securities of companies in the global consumer, internet and select industrial sectors, principally though not exclusively in the US. The firm’s investment theses for both long and short trading views are the products of a rigorous, bottom-up, fundamentally driven research process. Candlestick Capital generally seeks to maintain a low- to modest- net exposure to the broader markets. | Finance |
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