Skip to Main Content
Jason Dugger, Financial Advisor

FINANCIAL ADVISOR
Jason R Dugger

CFP®, ChFC®, CFA®, AAMS™
7001 A Street Suite 100, Lincoln, NE 68510opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Income Strategies

About Jason

With more than 15 years of experience with Edward Jones, I believe in a holistic approach that begins by truly understanding your situation and what is most important to you, and then clarifying your expectations before you invest any money.

Providing comprehensive wealth strategies involves more than just investment advice. I welcome the involvement of your CPA, attorney and other professionals to accurately address the entire scope of your financial situation including wealth protection strategies, retirement income planning, estate considerations, tax mitigation strategies and more. I use an established process to develop a tailored strategy appropriate for you and your family....

Work History

  • Edward JonesDecember 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CFA®

    Chartered Financial Analyst®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Nebraska at LincolnBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Art & Theater
  • Health & Nutrition

Team Members

  • LuAnn Snyder
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Phone

(402) 483-4846

Fax

(877) 222-8246

Office Address

7001 A Street Suite 100
Lincoln, NE 68510opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More