Edward Jones - Financial Advisor: Jason Fortune, CFP®

Services Offered

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

About

Jason Fortune is a Certified Financial Planner (CFP®) and financial advisor based in Keller, Texas. He provides personalized financial planning and investment guidance to clients in the local community. Jason specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

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