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Jason Allen Eliason
Directeur en chef des Investissements chez
Waller Financial Planning Group, Inc.
Profil
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.
Postes actifs de Jason Allen Eliason
| Sociétés | Poste | Début |
|---|---|---|
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). | Directeur en chef des Investissements | 01/11/2008 |
Formation de Jason Allen Eliason
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
