Edward Jones - Financial Advisor: Jason M Kozon, CFP®|CEPA®|AAMS®|CRPC™

Services Offered

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

About

Jason Kozon is a Certified Financial Planner (CFP®) and financial advisor based in Foley, Alabama. He provides personalized financial planning and investment guidance to clients in the local area. Jason specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, he emphasizes the importance of face-to-face conversations to help clients achieve their financial goals.

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