Jason Goosen (CRD# 6991268) is an Investment Advisor Representative working at Mutual Advisors, LLC in Caledonia, MI and has over 5 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Advisors, LLC | Camarillo, CA | Nov 2021 - Current | 2 |
2m Financial Group, LLC | Grand Rapids, MI | Aug 2020 - Current | 3 |
Fedex | Grand Rapids, MI | Jan 2020 - Current | 4 |
New York Life Insurance Co | Grand Rapids, MI | Jul 2018 - Current | 5 |
Eagle Strategies LLC | Grand Rapids, MI | May 2021 - Nov 2021 | < 1 |
Nylife Securities LLC | Grand Rapids, MI | Sep 2018 - Nov 2021 | 3 |
Mt. Pleasant High School | Mount Pleasant, MI | Aug 2017 - Jul 2018 | < 1 |
Carmax | Lancaster, PA | Sep 2015 - Aug 2017 | 1 |
Unemployed | Grand Rapids, MI | Dec 2014 - Sep 2015 | < 1 |
Grand Valley State University | Allendale, MI | Aug 2009 - Dec 2014 | 5 |
Peppinos Sports Bar And Grill | Grand Rapids, MI | Aug 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2019 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- MI
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Total Assets Under Management6,947MILLIONS
-
Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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