电子邮件 | jgr***@***.com | 获取Email |
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电子邮件 | jgr***@***.com | 获取Email |
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Contact us at (913) 647-9555 or at Info@GlassLakes.com. You can also find more information on our website at GlassLakes.com Glass Lakes was founded with the client in mind. When we invest client money, we take a fiduciary position. This means that we are obligated to ALWAYS and in every circumstance put the client first. This means there are no hidden fees, no commissions, and no kickbacks of any kind. There is no "one-size fits all" approach to investing. Therefore, we take the time to sit down and build a financial plan with everyone who comes through our doors. We can't just invest in a vacuum, we need to know the whole picture to make sure all the pieces are working together towards the same goal. Through the planning process we get to know you and how your overall picture is invested so we can build you a customized portfolio to fit your specific individual needs. The best investment strategy is the one you can stick with during good and bad markets. At Glass Lakes, we will walk you through a very thorough financial plan and help prepare you for the inevitable market volatility. This goal focused, planning based investment philosophy helps our clients stay the course when times get tough. Glass Lakes is relationship focused, we are not your typical investment company that you sign up with and then never hear from again. From proactive tax planning to market updates, you can expect to hear from us on a regular basis.
公司 | Glass Lakes Capital Management |
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职位 | Director Of Client Relations |
地点 | United States |
http://www.linkedin.com/in/jon-greene-glass-lakes | |
部门 | |
头衔 | Director at Glass Lakes Capital Management |
Glass Lakes Capital Management Director Of Client Relations
2018-01-01 -
Keen Wealth Advisors Retirement Education Coordinator
2016-11-01 - 2017-09-01
Kansas City Monarchs Baseball Account Executive
2015-09-01 - 2016-10-01
Undergraduate Teaching Assistant
2014-01-01 - 2014-05-01
Landmark Bank Teller II
2012-03-01 - 2015-05-01
Jon Greene 在 Glass Lakes Capital Management 担任 Director at Glass Lakes Capital Management
Jon Greene 在 Glass Lakes Capital Management 的职位是 Director at Glass Lakes Capital Management
Jon Greene 的电子邮件地址是 jgr***@***.com
Jon Greene 的电话号码是 -
Jon Greene 的公司电话号码是 +191****
Jon Greene 在 investment management 工作。
Jon Greene 的一些同事包括Joel HamiltonJon Greene、。
Jon Greene联系方式: 电子邮件地址:jgr***@***.com 电话号码:-
Jon Greene 的个人领英是:http://www.linkedin.com/in/jon-greene-glass-lakes
Jon Greene 的办公地点:5000 W. 95th St., Suite 100, Prairie Village, KS 66207, US
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