Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jason B Ellis is a Certified Financial Planner (CFP®) and financial advisor based in Warsaw, Indiana. He provides personalized financial planning and investment guidance to clients in the local area. Jason specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

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