Behavior Matters: And a Long Term Approach to Investing and Life - Brossura

Sherr, Jason

 
9781469157603: Behavior Matters: And a Long Term Approach to Investing and Life
Brossura
ISBN 10: 1469157608 ISBN 13: 9781469157603
Casa editrice: Xlibris, 2012

Sinossi

Why write a book on your approach to investing and planning? After almost 20 years since I began in the financial services industry, I thought it would be helpful to current and prospective clients to lay out my philosophy. I also think it would be helpful to have a quick reference guide to the items i feel are most important. I am hopeful that this book will be a good educational resource for you. The book is structured as a series of articles and will be updated over time as I continue to learn more.

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L'autore

Jason Sherr is a First Vice President of Investments at Wells Fargo Advisors' Irvine office. Prior to Wells Fargo Advisors, Jason worked in Morgan Stanley Smith Barney's Irvine office. He works closely with physicians, attorneys, and business owners, assisting them in retirement and wealth management. Jason graduated from the University of California at Berkeley where he studied business, finance, and economics. His experience in the securities industry dates back to 1992. Jason holds many professional registrations. These licenses give him the ability to recommend many types of investments based on each client's individual situation. He feels strongly about constructing an investment plan first, which details each client's individual goals and objectives. Jason can help the client decide on appropriate investments for a personalized plan. He is an active member of his community and has coached baseball at Corona Del Mar High School. Jason is also a member of the Newport Beach Library Foundation Board as well as chair of the Distinguished Speaker Lecture Series. When not in the office, he enjoys sports, reading, and spending time with friends. Born in Southern California, Jason now makes his home in Irvine with his wife, Donna, and their daughter, Savannah.

Le informazioni nella sezione "Su questo libro" possono far riferimento a edizioni diverse di questo titolo.

Editore
Xlibris
Data di pubblicazione
2012
Lingua
Inglese
ISBN 10 
1469157608
ISBN 13 
9781469157603
Rilegatura
Copertina flessibile
Numero di pagine
58
Contatto del produttore
non disponibile
Persona responsabile
non disponibile

Altre edizioni note dello stesso titolo

9781469157610: Behavior Matters: And a Long Term Approach to Investing and Life

Edizione in evidenza

ISBN 10:  1469157616 ISBN 13:  9781469157610
Casa editrice: Xlibris Corp, 2012
Rilegato