Edward Jones - Financial Advisor: Jase T Evans, CFP®|CEPA®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Jase Evans is a Certified Financial Planner (CFP®) and financial advisor based in Santa Fe, Texas. He provides personalized financial planning and investment guidance to clients in the local area. Jase specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

Reviews

Location

Business Information