Jason CFA
Director of Portfolio Research & Advisory at Magnus Financial Group LLC - New York, NY, US
Jason CFA's Colleagues at Magnus Financial Group LLC
Jason CFA's Contact Details
HQ
648-813-7001
648-813-7001
Location
Company
Magnus Financial Group LLC
Magnus Financial Group LLC
Jason CFA's Company Details
Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk management, tax planning, retirement income distribution and estate preservation planning. Michael S. Schwartz, President & CEO, was named by the Financial Times to the Top 400 Financial Advisor List in 2017.
Frequently Asked Questions about Jason CFA
Jason CFA currently works for Magnus Financial Group LLC.
Jason CFA's role at Magnus Financial Group LLC is Director of Portfolio Research & Advisory.
Jason CFA's email address is ***@magnusfinancial.com. To view Jason CFA's full email address, please signup to ConnectPlex.
Jason CFA works in the Investment Management industry.
Jason CFA's colleagues at Magnus Financial Group LLC are Rhonda Pohl, Brian Flynn, Shannel CFP(r), Michael Brown, Lindsey Ragan, Ella Chidsey, Chiara Vettori and others.
Jason CFA's phone number is 648-813-7001