Jason D. Lina
GOLDEN BELL FINANCIAL PLANNING
Alpharetta, GA
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CRD#: 2943859
Professional summary
Jason David Lina, CFP® is a registered financial advisor currently at GOLDEN BELL FINANCIAL PLANNING, LLC located in Alpharetta, Georgia.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 3 firms .
Biography
My aspiration in founding Golden Bell Financial Planning was to build an elite service firm with fewer clients and more focused relationships where I spend less time managing people or operations and concentrate on what I am most passionate about – providing robust financial planning advice for a limited number of people with whom I enjoy working. That was the impetus to founding Golden Bell. Furthermore, we broke from the model of taking on more and more clients at the expense of personalized service and advice. And to do things differently, we set a hard limit on the number of clients as a commitment to personalized service.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Income Management
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Divorce Planning
High Net Worth Client Needs
Medical Professionals
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jason David Lina's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
September 26, 2019 - Present
GOLDEN BELL FINANCIAL PLANNING, LLC
RIA
CRD#: 305635
Alpharetta, GA
Past
September 13, 2012 - January 20, 2020
RESOURCE PLANNING GROUP, LTD.
RIA
CRD#: 111524
ATLANTA, GA
Past
July 26, 2010 - March 16, 2012
CEDAR ROWE PARTNERS
RIA
CRD#: 108747
NORCROSS, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GOLDEN BELL FINANCIAL PLANNING, LLC
GOLDEN BELL FINANCIAL PLANNING, LLC
CRD#: 305635 / SEC#: 801-120276
RIA
Registered Investment Advisory firm - (2/8/2021 Approved)Georgia
Registered Investment Advisory firm - (3/17/2021 Terminated)Texas
Registered Investment Advisory firm - (2/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(9/26/2019)
IAR
Texas(9/29/2020)
Exams
Current Firm
GOLDEN BELL FINANCIAL PLANNING, LLC
GOLDEN BELL FINANCIAL PLANNING, LLC
CRD#: 305635 / SEC#: 801-120276
RIA
Registered Investment Advisory firm - (2/8/2021 Approved)Georgia
Registered Investment Advisory firm - (3/17/2021 Terminated)Texas
Registered Investment Advisory firm - (2/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Alpharetta, GA
Mailing Address
44 Milton Avenue #1068, Alpharetta, GA 30009
Phone number
(678) 561-5462
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 459 |
| AUM (Assets Under Management) | $ 178,118,929 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/25/2025 | ||
| 08/22/2024 | ||
| 10/17/2023 | ||
| 01/16/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
