Edward Jones - Financial Advisor: Jon Nance, CFP®|CEPA®

Services Offered

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

About

Jon Nance is a financial advisor based in Frisco, Texas, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Jon focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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