Jason Gould has been an investment adviser representative at Lifetime Wealth Management P.C. since August 2018, and is not listed among the firm’s executive officers or direct owners. Jason Gould holds an Undergraduate degree in Economics from Baylor University and a Master's in Business Administration from Baylor University.
Lifetime Wealth Management P.C. is a Rockwall, TX firm with $217M under management, 119 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Jason Gould is Chief Investment Officer and Portfolio Manager of Lifetime Wealth Management. He joined Lifetime Wealth Management in 2018. Before joining, he served as Co-Head of Fixed Income trading for the proprietary trading firm Traditum Group.
- – present · 8 yearsRockwall, TX · Adviser representative · Firm CRD 145492
Professional designations
Listed by Lifetime Wealth Management P.C.
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Jason Gould is registered as an investment adviser representative in Texas, since August 2018.
- TexasSince 21 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 September 2007 |
| Series 7 | General Securities Representative Examination | 29 August 2007 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Allan Gould
- CRD
- 5311823
- Firm
- Lifetime Wealth Management P.C. · CRD 145492
- Office
- 560 E. INTERSTATE HWY 30, STE 110, Rockwall, TX 75087
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifetimewealthmanagement.com
Where does Jason Gould work?
Jason Gould is an investment adviser representative registered through Lifetime Wealth Management P.C. since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jason Gould a financial advisor?
Yes. Jason Gould has a current investment-adviser registration in Texas, through Lifetime Wealth Management P.C. since August 2018.
How many years of experience does Jason Gould have?
Jason Gould has 8 years in the financial industry, since August 2018, across 1 adviser firm.
What exams has Jason Gould passed?
Jason Gould has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2007.
Where is Jason Gould based?
Jason Gould’s registered office is in Rockwall, TX.
Is Jason Gould registered with FINRA?
No. Jason Gould has no current broker registration.
Is Jason Gould a CFA charterholder?
Lifetime Wealth Management P.C. lists Jason Gould with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Jason Gould, CFA biography, lifetimewealthmanagement.com
How can I verify Jason Gould’s record?
Search CRD 5311823 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Gould’s full registration record.
