PPrivate Fund Data Log in Join · $37/mo

Jason David Lina

Managing Member And Chief Compliance OfficerGolden Bell Financial Planning, LLCCRD 2943859

About Jason David Lina

Jason David Lina is listed as Managing Member And Chief Compliance Officer at Golden Bell Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Golden Bell Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason David Lina work?

Jason David Lina is listed as Managing Member And Chief Compliance Officer at Golden Bell Financial Planning, LLC on SEC Form ADV.

How much of Golden Bell Financial Planning, LLC does Jason David Lina own?

Form ADV reports a beneficial ownership band of Over 75%.

Golden Bell Financial Planning, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2019