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Jason Edwards, Financial Advisor

FINANCIAL ADVISOR
Jason R Edwards

CFP®
7800 N Dallas Parkway #120, Plano, TX 75024opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

About Jason

I began my career in the financial services industry after completing my finance degree at Texas Tech University in 1999. I obtained my CFP® certification in 2005. After spending 20 years at Fidelity Investments, I moved to Edward Jones in 2020.

The past 20 years of working with clients to help achieve their financial goals have proven to be an invaluable experience. Over this window of time, the markets have experienced some of the best and worst of times. These experiences and the impact that they have on a client's financial goal can be devastating if not taken into consideration in...

Work History

  • Edward JonesMarch 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Texas Tech UniversityBachelor of Business Admin

Personal Interests

  • Fishing
  • Golfing
  • Camping
  • Spending Time with Family

Team Members

  • Mary Freeman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(469) 857-3130

Fax

(866) 462-1625

Office Address

7800 N Dallas Parkway #120
Plano, TX 75024opens in a new window

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