Jason Scott
Plus aucun poste en cours
Profil
Jason Scott worked as a Portfolio Manager at CreativeOne Wealth LLC in 2022.
Anciens postes connus de Jason Scott
Sociétés | Poste | Fin |
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CreativeOne Wealth LLC
CreativeOne Wealth LLC Investment ManagersFinance CreativeOne Wealth LLC is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by Cory Lagerstrom in 2015 as Change Path LLC and legally changed its name to CreativeOne Wealth LLC in 2022. They are primarily owned by CM2 Holding Co., Inc. CreativeOne Wealth mainly provides advisory services to individuals, high-net-worth individuals, and third-party investment advisers through their sub-advisory services. | Gestionnaire de Portefeuille-Actions | 01/11/2022 |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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CreativeOne Wealth LLC
CreativeOne Wealth LLC Investment ManagersFinance CreativeOne Wealth LLC is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by Cory Lagerstrom in 2015 as Change Path LLC and legally changed its name to CreativeOne Wealth LLC in 2022. They are primarily owned by CM2 Holding Co., Inc. CreativeOne Wealth mainly provides advisory services to individuals, high-net-worth individuals, and third-party investment advisers through their sub-advisory services. | Finance |