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Jason Allen Eliason
Direttore degli Investimenti presso
Waller Financial Planning Group, Inc.
Profilo
Mr. Jason A. Eliason, CFA, is a Partner at Waller Financial Planning Group, Inc. His primary responsibilities include client service, advanced planning, and investment research.
He serves as the Chief Investment Officer and chairs the investment committee.
He graduated from Ohio Wesleyan University in 1999.
Posizioni attive di Jason Allen Eliason
| Società | Posizione | Inizio |
|---|---|---|
Waller Financial Planning Group, Inc.
 Waller Financial Planning Group, Inc. Investment ManagersFinance WFPG analyzes and determines the trends with the use of economic analysis. They use data from various sources, on a subscription basis. These sources may use fundamental and technical analysis in their research. The firm primarily uses exchange traded funds and open-ended mutual funds and uses no-load, and load waived, or mutual funds purchased at net asset value (NAV). | Direttore degli Investimenti | 01/11/2008 |
Formazione di Jason Allen Eliason
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
24
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Ohio Wesleyan University
 Ohio Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Waller Financial Planning Group, Inc.
Waller Financial Planning Group, Inc. Investment ManagersFinance WFPG analyzes and determines the trends with the use of economic analysis. They use data from various sources, on a subscription basis. These sources may use fundamental and technical analysis in their research. The firm primarily uses exchange traded funds and open-ended mutual funds and uses no-load, and load waived, or mutual funds purchased at net asset value (NAV). | Finance |
