Jason Lina
Golden Bell · Alpharetta, Georgia
Jason Lina is a fee-only financial advisor at Golden Bell in Alpharetta, Georgia, who holds the CFP and CFA credentials. Jason charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Golden Bell |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $208.6M across 464 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 2943859 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.goldenbellfp.com |
| Profile |
How Jason's firm compares
- Golden Bell's average account is about $450,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Jason
Is Jason Lina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Golden Bell reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason charges a percentage of assets.
How much does Jason charge?
According to Golden Bell's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Jason Lina based?
Jason Lina is based in Alpharetta, Georgia.
What does Jason specialize in?
Jason's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Jason Lina hold?
Jason Lina holds the CFP and CFA credentials.
Is Jason Lina registered with the SEC?
Yes. Jason Lina is registered as an investment adviser representative in GA and TX (CRD 2943859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Golden Bell manage?
Golden Bell reports $208.6M across 464 accounts in assets under management.
How do I contact Jason Lina?
Through Jason's website, www.goldenbellfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Golden Bell website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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