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Jason Allen Eliason
Chief Investment Officer bij
Waller Financial Planning Group, Inc.
Profiel
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.
Actieve functies van Jason Allen Eliason
| Bedrijven | Functie | Begin |
|---|---|---|
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). | Chief Investment Officer | 01-11-2008 |
Opleiding van Jason Allen Eliason
Ervaring
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Beursgenoteerde bedrijven
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24
Eerstegraads connecties
2
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
