Edward Jones - Financial Advisor: Jason N Sutherland, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Jason N Sutherland, AAMS® focuses on retirement savings, business retirement plans, and values and faith based investing.
Best for
- Clients investing $250,000 or more
- Retirement savings strategies
- Retirement income strategies
- Business retirement plans
- Values and faith based investing
- Entrepreneurs and business owners
- Charitable giving
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- retirement savings strategies
- values and faith based investing
- business retirement plans
- retirement income strategies
- entrepreneurs and business owners
- charitable giving
Certifications
- AAMS® Accredited Asset Management Specialist™
- FPQP®
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Web conferencing available
- Focuses on values and faith based investing
- Team includes two senior branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 416 E 2nd St, West Jefferson, NC 28694
- Phone
- 3362190228
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jason.sutherland@edwardjones.com
Services
- financial advising
- retirement planning
- investment planning
- business retirement planning
- retirement income planning
- charitable giving planning