Jason Borland
Financial Analysis | Strategic Planning | Asset Protection Strategies | Portfolio Review
- Role
- Financial Advisor at Edward Jones
- Location
- Nags Head, NC, US
- LinkedIn followers
- 500 followers
About Jason Borland
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Experience
Financial Advisor
Nov 2019 — Present
I have built my practice by taking the time to understand each client\'s individual situation, crafting a unique path towards meeting their goals, and deploying a strategy to reach those goals. Some of the clients I work with consist of;Those in or near the early years of retirement; Ensuring we can retire in the way we want and age in the way we deserve.Those without access to traditional retirement through work; Most realtors, contractors and sole proprietors don\'t have access to an employee-sponsored 401kSmall and Medium Sized Business Owners; Let\'s craft an exit strategy that takes care of you as well as your legacy while also keeping the best employees engaged by giving them access to their own strategy.You can email me directly at J••••••••@EdwardJones.com to set up a free consultation.
Education
West Virginia University
Bachelor of Arts - BA, History
West Virginia University
Master of Business Administration (M.B.A.)
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