Edward Jones - Financial Advisor: Jason Perez, CFP®|AAMS®|CRPS™

Services Offered

• Retirement Planning
• Education Savings Strategies
• Tax-Efficient Investing

About

Jason Perez is a Certified Financial Planner (CFP®) and financial advisor based in Overland Park, Kansas. 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 investing. His approach emphasizes face-to-face consultations to understand and align with clients' financial goals.

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