Jason Guehl

Gestionnaire de Portefeuille-Actions chez

Creative Planning LLC

Consumer Services

Finance

Profil

Mr. Jason R.
Guehl is a Managing Director & Partner at Creative Planning LLC.
He working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs.
He has spent over 20 years in the wealth management industry, helping his clients navigate through some of the worst markets on record.
Prior to joining Creative Planning, Jason worked for a major financial services firm as Vice President within their Private Client Group.
He received his undergraduate degree from the University of Cincinnati (Ohio) and an MBA from Stephen M.
Ross School of Business.

Postes actifs de Jason Guehl

Sociétés	Poste	Début
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Gestionnaire de Portefeuille-Actions	01/04/2012

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Anciens postes connus de Jason Guehl

Sociétés	Poste	Fin
FIAM LLC FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.	Corporate Officer/Principal	-

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Sociétés liées

Entreprise privées	4
University of Cincinnati (Ohio) University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FIAM LLC FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.	Finance
Stephen M. Ross School of Business Stephen M. Ross School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance