Edward Jones - Financial Advisor: Jason M Lavely, CFP®|CEPA®|AAMS®

Services Offered

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

About

Jason Lavely is a Certified Financial Planner (CFP®) and financial advisor based in San Diego, California, with Edward Jones. He offers a range of services including retirement planning, education savings strategies, and tax-efficient investment management. Jason believes in the importance of face-to-face consultations to understand his clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them achieve their long-term objectives.

Reviews

Location

Business Information