Merrill Lynch Financial Advisor John Jefferson

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

John Jefferson is a financial advisor based in Austin, Texas, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Retirement Planning Counselor (CRPC®), John provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys and achieve their objectives through personalized guidance.

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