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Career history of Jon Fassett
Former positions of Jon Fassett
Companies | Position | Start | End |
---|---|---|---|
Surience Private Wealth LLC
![]() Surience Private Wealth LLC Investment ManagersFinance Surience Private Wealth LLC (SPW) is an independent registered investment advisor headquartered in Yakima, Washington. The firm was founded by Armand A. Doucette in 2021. SPW provides investment management and financial advisory services to individuals, high net worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, corporations, and other business entities. | Analyst-Equity | 2021-05-31 | 2022-10-31 |
Compliance Officer | 2021-05-31 | 2022-10-31 | |
Corporate Officer/Principal | 2020-12-31 | 2021-05-31 |
Training of Jon Fassett
Oregon State University | Doctorate Degree |
Western Washington University | Graduate Degree |
Statistics
International
United States | 4 |
Operational
Doctorate Degree | 1 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Surience Private Wealth LLC
![]() Surience Private Wealth LLC Investment ManagersFinance Surience Private Wealth LLC (SPW) is an independent registered investment advisor headquartered in Yakima, Washington. The firm was founded by Armand A. Doucette in 2021. SPW provides investment management and financial advisory services to individuals, high net worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, corporations, and other business entities. | Finance |
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