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portrait of Jason E Walters
FINANCIAL ADVISOR

Jason E Walters

11503 Park Road, Anchorage, KY 40223opens in a new window
CallSend Me a Message

About Jason

As an Edward Jones financial advisor specializing in serving the unique needs of affluent investors and closely held businesses, I believe it is important to invest my time in understanding your goals before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you, your business, and your family.

Because I am selective about the clients I accept, each client is afforded the personal attention and guidance necessary to guide them through the financial planning process. First, I want to understand what is important to...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesApril 2003 to Current

Education

  • Bradley UniversityBachelor of Science
  • Bradley UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Skiing
  • Traveling
  • Chess

Team Members

  • Merrill Simmons
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(502) 244-7780

Fax

(855) 659-7987

Office Address

11503 Park Road
Anchorage, KY 40223opens in a new window

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