Work History
Edward Jones
Edward JonesAugust 2023 to CurrentFenix Marine Services
Fenix Marine ServicesSeptember 2021 to August 2023
FINANCIAL ADVISOR
Jason L Clardy
12016 Telegraph Rd Suite 105, Santa Fe Springs, CA 90670opens in a new windowAccepting New Clients
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- College Savings
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Intergenerational Planning
About Jason
I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory, and it is an honor to help my clients organize, plan, protect and transfer their wealth.
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with...
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with...
Work History
Edward Jones
Edward JonesAugust 2023 to CurrentFenix Marine Services
Fenix Marine ServicesSeptember 2021 to August 2023
Education
Chapman University
Chapman UniversityMaster of Business Admin
Education
Chapman University
Chapman UniversityMaster of Business Admin
Personal Interests
- Spending Time with Family
- Coaching Sports
- Cooking
- Soccer
- Football
Team Members
Martha MartinezBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | Closed for Holiday |
| Fri | Closed for Holiday |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | Closed for Holiday |
| Fri | Closed for Holiday |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
Santa Fe SpringsFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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