212 Wealth Management Group, LLC

Jason Pinson is a financial advisor at 212 Wealth Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Axecap Investments LLC, Wells Fargo Advisors, and Morgan Stanley. Outside of finance, he works as a fitness instructor and independent travel agent. 212 Wealth Management Group, LLC provides asset management and investment advisory services primarily to pooled and institutional clients, including retirement plans. The firm uses a multi-factor approach to equity selection and may recommend third-party advisers or models as part of its portfolio management.

Nicolette Goedde is a financial advisor at 212 Wealth Management Group, LLC with six years of industry experience. She holds a Series 66 designation and has worked at firms including Vertice Capital Partners, Cullen Cioffi Capital Management, UBS Financial Services, Bank of America, Merrill, and Wells Fargo Advisors. 212 Wealth Management Group, LLC is a registered investment adviser that provides asset management and investment advisory services primarily to pooled and institutional clients such as pensions and retirement plans. The firm employs a multi-factor approach to equity selection and tailors portfolios to client objectives, often incorporating third-party advisers and model managers as part of its investment process.