Work History
Edward Jones
Edward JonesJune 2019 to Current
About Jason
I help a select number of families define and create a clear path towards their financial goals.
I have built my practice around taking the time to understand each client's individual situation and then developing and implementing a strategy to help reach those goals through an established process at Edward Jones. I serve my clients by partnering with them as well as working directly with their CPA, attorney and any other professional or individuals necessary. Some of the clients I work with consist of:
- The area I am most passionate about is Guiding Those Going Through Change, particularly that come with...
I have built my practice around taking the time to understand each client's individual situation and then developing and implementing a strategy to help reach those goals through an established process at Edward Jones. I serve my clients by partnering with them as well as working directly with their CPA, attorney and any other professional or individuals necessary. Some of the clients I work with consist of:
- The area I am most passionate about is Guiding Those Going Through Change, particularly that come with...
Focus Areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
Work History
Edward Jones
Edward JonesJune 2019 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
West Virginia University
West Virginia UniversityMasters
Education
West Virginia University
West Virginia UniversityMasters
Personal Interests
- Spending Time with Family
- Golfing
- Volunteering
- Sports Enthusiast
- Fishing
Team Members
Katy MannBranch Office Administrator- Alexis ChurchBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* 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 | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
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 | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
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