Merrill Lynch Financial Advisor Jason Roxby

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Jason Roxby is a financial advisor based in Newport Beach, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Jason specializes in providing personalized financial planning and investment management services. His practice is focused on helping clients navigate their financial journeys and achieve their long-term objectives.

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