Edward Jones - Financial Advisor: Jason N Sutherland
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Jason N Sutherland accepts clients with $250,000-plus portfolios and focuses on retirement savings and income strategies.
Best for
- Clients with $250,000 or more to invest
- Retirement savings planning
- Retirement income strategies
- Values and faith-based investing
- Business retirement plans for entrepreneurs and business owners
- Charitable giving planning
Look elsewhere if
- Clients planning to invest less than $250,000
- People seeking services outside the listed financial planning focus areas
Specialties
- Retirement savings strategies
- Values and faith-based investing
- Business retirement plans
- Retirement income strategies
- Entrepreneur and business owner planning
- Charitable giving
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Focuses on retirement savings and retirement income strategies
- Offers values and faith-based investing
- Web conferencing available
Distilled from this business's own website.
Contact & Location
- Address
- 247-2 Mount Jefferson State Park Rd, West Jefferson, NC 28694
- Phone
- (336) 246-5521
- Website
- https://www.edwardjones.com/jason-sutherland
- jason.sutherland@edwardjones.com
Services
- Financial advising
- Retirement planning
- Business retirement planning
- Retirement income planning
- Values and faith-based investing
- Charitable giving planning