Patents by Inventor Scott David Harris

Scott David Harris has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Method and system for building an investment portfolio
    Patent number: 11803914
    Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
    Type: Grant
    Filed: April 7, 2014
    Date of Patent: October 31, 2023
    Assignee: Edward D. Jones & Co., L.P.
    Inventors: William Elliott Fiala, Scott David Harris, Matthew James Mikula
  • METHOD AND SYSTEM FOR BUILDING AN INVESTMENT PORTFOLIO
    Publication number: 20140304192
    Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
    Type: Application
    Filed: April 7, 2014
    Publication date: October 9, 2014
    Applicant: Edward D. Jones & Co., L.P.
    Inventors: William Elliott Fiala, Scott David Harris, Matthew James Mikula
  • Method and system for building an investment portfolio
    Patent number: 8732059
    Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
    Type: Grant
    Filed: August 26, 2010
    Date of Patent: May 20, 2014
    Assignee: Edward D. Jones & Co., L.P.
    Inventors: William Elliott Fiala, Scott David Harris, Matthew James Mikula
  • Method and System for Building an Investment Portfolio
    Publication number: 20120054121
    Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
    Type: Application
    Filed: August 26, 2010
    Publication date: March 1, 2012
    Applicant: EDWARD D. JONES & CO., L.P.
    Inventors: William Elliott Fiala, Scott David Harris, Matthew James Mikula