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Jason Retzlaff, Financial Advisor

FINANCIAL ADVISOR
Jason Retzlaff

CFP®, CEPA®, CRPC™
19 S Public Sq, Murfreesboro, TN 37130opens in a new window
Referrals Only
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Jason

When you dream of the future, financial stability is often a priority. However, with life’s many “what-ifs” and the confusion that investments can bring, your financial dreams may seem just out of reach.

Whether you desire to pay off debt, save for your children's education, start retirement planning or simply build wealth that will last for generations to come, I am experienced in providing the most current and comprehensive guidance. Once I thoroughly understand your dreams, goals and the level of risk you are comfortable with when investing, I help you craft a personalized wealth strategy and financial budget.

People are my...

Work History

  • Edward JonesJanuary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Valparaiso UniversityMasters
  • St Josephs CollegeBachelor of Science

Personal Interests

  • Sports Enthusiast
  • Spending Time with Family
  • Racquetball
  • Personal Fitness
  • Outdoor Enthusiast

Team Members

  • Cynthia Wilson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(615) 956-6167

Fax

(855) 805-8370

Office Address

19 S Public Sq
Murfreesboro, TN 37130opens in a new window

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