portrait of Jason M Jonczak
FINANCIAL ADVISOR

Jason M Jonczak

CFP®, AAMS™
511 Keisler Drive Suite 201, Cary, NC 27518opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Basketball
  • Fishing
  • History and Museums
  • Wine Collecting/Enthusiast

Team Members

  • Heather Oakley
    Registered Branch Associate
    AAMS™
  • Carolyn Churchill
    Sr. Branch Office Administrator
  • Caren Goldstein
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu Closed for Holiday
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(919) 851-6595

Fax

(888) 536-9498

Office Address

511 Keisler Drive Suite 201
Cary, NC 27518opens in a new window

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