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Jason Fortune, Financial Advisor

FINANCIAL ADVISOR
Jason Fortune

CFP®
1665 Keller Parkway Suite 300, Keller, TX 76248opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

About Jason

As your Edward Jones branch team, we believe it is important to invest our time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.

I am a CERTIFIED FINANCIAL PLANNER™ professional that can help simplify complex strategies into an actionable plan. When we partner together, you can rely on me to:

• Help you create a personalized financial strategy tailored to your family.
• Identify risks you may be overlooking and give you options for...

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Lamar UniversityBachelor of Business Admin

Personal Interests

  • Football
  • Golfing
  • Volleyball
  • Sports Enthusiast
  • Cooking

Team Members

  • Elechia France
    Sr. Branch Office Administrator

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 - 03:00PM
Sat Closed
Sun Closed

Phone

(817) 431-2038

Fax

(855) 313-5562

Office Address

1665 Keller Parkway Suite 300
Keller, TX 76248opens in a new window

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