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

Sherr, Jason

Rilegato

ISBN 10: 1469157616 ISBN 13: 9781469157610

Casa editrice: Xlibris Corp, 2012

Su questo libro

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.

Dettagli dell'edizione

• Editore: Xlibris Corp
• Data di pubblicazione: 2012
• Lingua: Inglese
• ISBN 10: 1469157616
• ISBN 13: 9781469157610
• Rilegatura: Copertina rigida
• Numero di pagine: 54
• Contatto del produttore: non disponibile
• Persona responsabile: non disponibile