Jason Kobza (CRD# 7252795) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5959695
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moss, Luse & Womble, LLC | Addison, TX | Jun 2019 - Current | 4 |
| Msci | Norman, OK | Oct 2011 - Jun 2019 | 7 |
- TX
-
Total Assets Under Management436MILLIONS
-
Total Number of Accounts1,867ACCOUNTS
-
Average Account Value$233,317
- 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
- Pension consulting services
CA, CO, FL, GA, IL, KS, LA, MI, MO, NC, NE, NH, NJ, NM, NV, NY, PA, TX, WI
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