Jason Gould (CRD# 5311823) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 16 years of experience in the finance industry.
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifetime Wealth Management Pc | Rockwall, TX | Aug 2018 - Current | 5 |
| Self/gould Capital | Frisco, TX | Aug 2017 - Aug 2018 | 1 |
| Traditum Group | Dallas, TX | Feb 2015 - Aug 2017 | 2 |
| Self/gould Capital | Frisco, TX | May 2014 - Feb 2015 | < 1 |
| Ashford Inc. | Dallas, TX | Oct 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
- TX
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts274ACCOUNTS
-
Average Account Value$672,421
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
GA, TX
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