Topline | Jason Lavell

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Jason Lavell

Private Client Adviser at AES International

Intro Book

Financial expert with 13 years of experience in retirement planning and wealth management.

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Location

Dubai, United Arab Emirates, AE

Skills

Retirement Planning
Investments
Strategic Planning
Strategic Financial Planning
Wealth Management
Pensions
Financial Advisory
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s calculate this. Jason has 13 years of experience in a senior role at AES International, which is a reputable company. He also owns his own business, Lavell International Portfolio Management. His education and certifications, such as the Chartered Professional in Finance and Insurance (CertPFS), are also valuable assets. Considering his experience, education, and industry demand, I estimate his hourly rate to be around $250. This is slightly lower than the average rate for a financial advisor with similar experience, but it’s still a competitive rate for the region. The location, Dubai, also contributes to a relatively lower rate compared to major financial hubs like New York or London.

Bio

Generated by

Topline AI

Jason Lavell is a seasoned financial expert with 13 years of experience in retirement planning, investments, and wealth management. He holds a Chartered Professional in Finance and Insurance (CertPFS) designation from the Chartered Insurance Institute. Previously, he worked as a Private Client Adviser at AES International and owned Lavell International Portfolio Management.

Experience

AES International
- Dubai, United Arab Emirates
- Private Client Adviser
  - Jan 2011 - Present
  - Dubai, United Arab Emirates
Lavell International Portfolio Management
- Owner
  - Feb 1998 - Jan 2011

Education

Chartered Insurance Institute
CertPFS, Financial Services

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Jason Lavell

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate