Jake Mason

FSA - Merrill

Role
Fsa - Merrill at Merrill Lynch
Location
Cincinnati, OH, US
LinkedIn followers
500 followers

About Jake Mason

I enjoy getting to know people and learning what is important to them. As a Merrill Financial Solutions Advisor, I take the time to get to know you and understand what is important to you so I can help you develop a way to pursue your goals. I can help with everything from general investing to retirement planning to saving for the unexpected. Reach out and together we\'ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.

Experience

  1. Fsa - Merrill

    Merrill Lynch

    Sep 2024 — Present

Education

  • Grand Valley State University

    Bachelor's Degree

    2016 — 2020

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Jake Mason — Fsa - Merrill at Merrill Lynch in Cincinnati, OH, US | Unifers