Jason Frederick
Edward Jones - Financial Advisor
- Role
- Associate at Edward Jones
- Location
- Daytona Beach, FL, US
- LinkedIn followers
- 500 followers
About Jason Frederick
As a Financial Advisor with Edward Jones, I help individuals, families, and business…
Experience
Associate
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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