Jason Jones
Senior Financial Advisor
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Savannah, GA, US
- LinkedIn followers
- 500 followers
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
Senior Financial Advisor
Mar 2017 — Present
Education
University of Georgia
Bachelor's Degree
1996 — 2001
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