Jason Lim, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Wealth Strategies
  • Military Professionals & Veterans
  • Insurance & Annuities

About Jason

Hello, my name is Jason Lim. You’re probably on my page looking to work with a financial advisor because you are transitioning to a new job, retired, thinking about retiring, may have received an inheritance or just looking for a new financial advisor.

I understand that it is an important decision to find the right person to be a steward of your financial future. It's an easier decision when you actually know who your financial advisor is. So here is a little bit about me.

I am a proud graduate of Virginia Tech (Go Hokies!). As a cadet, I earned...

Work History

  • Edward JonesApril 2012 to Current

Education

  • VA Polytechnic Inst & State UBachelor of Arts

Personal Interests

  • Basketball
  • Golfing
  • Spending Time with Family
  • Taekwondo
  • Photography

Team Members

  • Melisa Bartram
    Sr. Branch Office Administrator
    FPQP®
  • Lyndsey Bartram
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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