Edward Jones - Financial Advisor: Jason G Pardue, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Jason G Pardue, AAMS® offers retirement, estate, legacy, and business-owner planning from its Winston-Salem office.
Best for
- retirement income strategy planning
- retirement savings strategy planning
- estate and legacy strategy planning
- entrepreneurs and business owners seeking financial advice
- charitable giving planning
- clients seeking a CFP® and AAMS® financial advisor
Specialties
- retirement income strategies
- retirement savings strategies
- estate and legacy strategies
- financial planning for entrepreneurs and business owners
- charitable giving strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Jason G Pardue holds MBA, CFP®, and AAMS® credentials
- Focus areas include retirement income and savings strategies
- Advises entrepreneurs and business owners
- Offers estate and legacy strategies and charitable giving planning
- Office includes a Sr. Branch Office Administrator and a Branch Office Administrator with FPQP® credentials
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 5377 Robinhood Village Drive, 04, Winston Salem, NC 27106
- Phone
- 3369229101
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jason.pardue@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- investment account opening
- financial strategy reviews
- major financial event planning