Jason Jiang, Financial Advisor

FINANCIAL ADVISOR
Jason Jiang

CEPA®, AAMS™, CRPC™, CRPS™
18200 Von Karman Ave, Suite 560, Irvine, CA 92612opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Corporate Executives
  • Public Service Professionals

About Jason

Hello, I'm Jason Jiang, financial advisor and limited partner with Edward Jones, and my mission is to provide our clients with concierge service and impactful financial advice.

Before moving my practice to Edward Jones, I was with Raymond James; my primary focus was wealth management for business owners, key executives and institutional retirement plan consulting. I was also a Raymond James – (RIAC) Retirement Plan and Institutional Advisory Council team member. In 2018, I joined Edward Jones to run one of the four offices here in Irvine, California, as I was drawn to our firm's partnership structure that uniquely enables us...

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Univ of California-RiversideBachelor of Science

Personal Interests

  • Basketball
  • Fishing
  • Cooking
  • Pets
  • Health & Nutrition

Team Members

  • Michael Hernan
    Associate Financial Advisor
    ChFC®, CLU®
  • Deana Nguyen
    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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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