Jason Walters
Financial advisor serving individual investors | Focusing on entrepreneurs, executives and closely held business owners.
- Role
- Financial Advisor at Edward Jones
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Jason Walters
My team and I spend pretty much all day, every day, answering two fundamental questions…
Experience
Financial Advisor
Aug 2003 — Present · Louisville, KY, US
Commitment to serious, long-term investors- Single-financial advisor offices in convenient locations- Face-to-face relationships- Partnership structure- Focused on providing comprehensive financial solutions to a select group of families and individuals
Education
Bradley University: Foster College of Business
BS
1991 — 1994
Skills
- Fixed Income
- Wealth Strategies
- Financial Strategies
- Business Planning
- Mutual Funds
- Systematic Investing
- Retirement Planning
- Strategic Planning
- Common Stocks
- Wealth Preservation Strategies
- Management
- Estate and Trust Services
- Series 7
- Certificates of Deposit
- Wealth Management
- Municipal Bonds
- Estate Considerations
- Stock and Bond Unit Investment Trusts
- 401(K)S, 403(B)S, 457(B)S, Defined Benefit, Profit-Sharing, Sep Iras, Simple Ira
- Wealth Protection Strategies
- Investments
- Customer Service
- Tax Estimators
- Personal and Business Credit Cards
- 529 Plans, Coverdell Education Savings Accounts, Custodial Accounts
- Financial Analysis
- Long-Term Care, Long-Term Disability, Permanent Life, Term Life
- Finance
- Small Business
- Insurance
- Sales
- Corporate Bonds
- Employee Benefits
- Exchange Traded Funds
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