Jason David Lina
Investment adviser representative at Golden Bell Financial Planning, LLC
15 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$208.6MFirm assets
Are you Jason David Lina? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Golden Bell Financial Planning, LLCAug 2019 to now
- Resource Planning GroupNov 2011 to now
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Golden Bell Financial Planning, LLC
$208.6MAssets managed
92Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2943859
- Firm CRD
- 305635