portrait of Jason M Kozon
FINANCIAL ADVISOR

Jason M Kozon

CFP®, CEPA®, AAMS™, CRPC™
22394 Miflin Rd Ste 202, Foley, AL 36535opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Jason

My purpose is to inspire others to pursue their passions and achieve their goals. In 1998, I began my career as a financial advisor. During my Edward Jones career, I held a variety of regional leadership positions, including serving as a mentor, field trainer, recruiting leader and performance leader. I served as a regional leader for 10 years, leading many of our branch teams throughout Alabama, Mississippi and parts of Georgia. I was a principal with the firm from 2015 to 2022.

I am honored to be ranked among the Forbes Best in State Wealth Advisors for Alabama in 2024. I...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesNovember 1997 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Arkansas-Little RockBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Personal Fitness
  • Pickleball

Team Members

  • Haley Blackmon
    Associate Financial Advisor
    FPQP®
  • Lezli Thomason
    Registered Branch Associate
  • Valerie Sudduth
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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