Behavior Matters: And a Long Term Approach to Investing and Life

By Jason Sherr

Why write a book on your approach to investing and planning? After almost 20 years since I began in the financial services industry, I thought it would be helpful to current and prospective clients to lay out my philosophy. I also think it would be helpful to have a quick reference guide to the items i feel are most important.
I am hopeful that this book will be a good educational resource for you. The book is structured as a series of articles and will be updated over time as I continue to learn more.

• Language: English
• Publisher: Xlibris US
• Release date: Feb 3, 2012
• ISBN: 9781469157627

Jason Sherr

Jason Sherr is a Senior Vice President-Investment Officer at Wells Fargo Advisors’ Irvine office. Prior to Wells Fargo Advisors, Jason worked in Smith Barney’s Irvine office. He works closely with physicians, attorneys, engineers and business owners, assisting them in retirement and wealth management. Jason graduated from the University of California at Berkeley where he studied business, finance, and economics. His experience in the securities industry dates back to 1992. Jason holds many professional registrations. These registrations give him the ability to recommend many types of investments based on each client’s individual situation. He feels strongly about constructing an investment plan first, which details each client’s individual goals and objectives. Jason can help the client decide on the appropriate investments for a personalized plan. He is an active member of his community and coached baseball for many years at Corona Del Mar High School. Jason is also chair of the Witte Lectures and Making Memories for Children programs at the Newport Beach Public Library. When not in the office, he enjoys sports, reading, and spending time with friends. Born in Southern California, Jason now makes his home in Newport Beach with his wife, Donna, and their daughter, Savannah. Wells Fargo Advisors LLC

Book preview

Copyright © 2012 by Jason Sherr.

Library of Congress Control Number:   2012901488

ISBN:   Hardcover   978-1-4691-5761-0

             Softcover    978-1-4691-5760-3

             Ebook         978-1-4691-5762-7

All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from the copyright owner.

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Rev. date: 01/26/2016

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Contents

About Jason

Philosophy

Goals-Based Planning

Diversification Explained

I Talked to My Clients about...

I Talked to My Clients Part 2...

More examples of what I do for Clients

I Believe...

Introduction

Why write a book on your approach to investing and planning? After more than 20 years since I began in the financial services industry, I thought it would be helpful to current and prospective clients to lay out my philosophy. I also think it would be helpful to have a quick reference guide to the items I feel are most important.

I am hopeful that this book will be a good educational resource for you. The book is structured as a series of articles and will be updated over time as I continue to learn more.

About Jason

About Jason

I was born and raised in a suburb of San Diego, California called El Cajon. My parents still live in the house we moved into when I was 5 years old. I had a good childhood, no major issues.

For the most part, my childhood revolved