Jason Allan Gould
Investment adviser representative at Lifetime Wealth Management P.C.
11 yearsExperience
1 stateRegistered in
CFADesignation
$216.9MFirm assets
Are you Jason Allan Gould? 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Lifetime Wealth Management P.C.Aug 2018 to now
- Self/gould CapitalAug 2017 to Aug 2018
- Traditum GroupFeb 2015 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lifetime Wealth Management P.C.
$216.9MAssets managed
119Clients
5Advisers
8 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
- 5311823
- Firm CRD
- 145492