Jason Frederick

Edward Jones - Financial Advisor

Role
Associate at Edward Jones
Location
Daytona Beach, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jason Frederick

As a Financial Advisor with Edward Jones, I help individuals, families, and business…

Experience

  1. Associate

    Edward Jones

    May 2023 — Present

    As a financial planner at Edward Jones, I am dedicated to helping individuals and families achieve their financial goals and secure a prosperous future. With a client-first approach, I offer personalized financial strategies tailored to each client\'s unique needs and aspirations.At Edward Jones, we believe in building long-term relationships based on trust and understanding. Whether you\'re planning for retirement, saving for education, or navigating complex financial decisions, I am here to guide you every step of the way.My Services Include- Retirement Planning- Investment Strategies- Estate and Legacy Planning- Education Savings- Tax-Efficient Investing- Risk Management With a deep commitment to providing exceptional service, I take the time to listen to your financial goals and concerns, ensuring that each plan we develop is aligned with your vision for the future.Let\'s work together to create a comprehensive financial plan that empowers you to achieve your dreams and secure your financial well-being. Feel free to connect with me to discuss how I can assist you in reaching your financial objectives.

Skills

  • Leadership
  • Public Speaking
  • Marketing
  • Sales
  • Management Consulting
  • Emr
  • Management
  • Team Building
  • Physician Relations
  • Medical Billing
  • Customer Service
  • Revenue Cycle Management
  • Working with Physicians
  • Project Management
  • Strategic Planning
  • Contract Negotiation
  • Healthcare
  • Business Development
  • Practice Management
  • Software Development
  • Healthcare Industry
  • Business Strategy
  • Electronic Medical Record (Emr)
  • Physicians
  • Time Management
  • Medical Practice Management
  • Healthcare Consulting
  • Consulting

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Jason Frederick — Associate at Edward Jones in Daytona Beach, FL, US | Unifers