Edward Jones - Financial Advisor: Jason W Younts, CRPC™
Why pick this one
Edward Jones - Financial Advisor: Jason W Younts, CRPC™ focuses on retirement and estate strategies and serves clients with $100,000 plus.
Best for
- retirement savings planning
- retirement income planning
- estate and legacy strategies
- wealth strategies for clients investing $100,000 or more
- clients seeking evening availability or web conferencing
Look elsewhere if
- investment plans below the site's stated $100,000 client threshold
Specialties
- wealth strategies
- estate and legacy strategies
- retirement savings strategies
- retirement income strategies
Certifications
- Chartered Retirement Planning Counselor™ (CRPC™)
What makes them different
- Accepting new clients
- Serves clients with $100,000 plus
- Offers web conferencing
- Offers evening availability
- Includes a Sr. Branch Office Administrator on the team
Distilled from this business's own website.
Contact & Location
- Address
- 7627 Market St Ste 102, Wilmington, NC 28411
- Phone
- 9106811671
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jason.younts@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- estate and legacy planning