Jason Jones

Senior Financial Advisor

Role
Senior Financial Advisor at Merrill Lynch
Location
Savannah, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jason Jones

My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. Each person\'s future is like their fingerprint – unique – while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities: Family Finances Health Home Leisure Work Giving Life comes with change, meaning no straight line when it comes to your finances. I assist people in navigating through the cycles of life without losing focus on their priorities. They deserve nothing less! I began my financial services career in 2002. When I am not in the office I enjoy college football, rugby, and Gridiron Secret Society. Feel free to reach out with any questions regarding business, hobbies, or anything in between!

Experience

  1. Senior Financial Advisor

    Merrill Lynch

    Mar 2017 — Present

Education

  • University of Georgia

    Bachelor's Degree

    1996 — 2001

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Jason Jones — Senior Financial Advisor at Merrill Lynch in Savannah, GA, US | Unifers