Jason Washo Email Address

Edward Jones is a financial-services company which is headquartered in St. Louis,Missouri and founded in 1922.

I enjoy helping people organize and improve their financial well-being. It is normal for new clients seeking comprehensive evaluations to bring boxes of old financial documents to me. Providing services through a financial planning focus is at the core of my service. Many families simply find managing their finances to be complex and time consuming. Our clients are seeking guidance to organize financial matters, reach their goals, maintain lifestyles and retire comfortably. A common situation I am asked to help with is the desire to transition from working or owning a small business into an active retirement lifestyle. In short, as part of the team I help my clients make wise decisions. I know many retirees will have 30 or more years to enjoy during their financially retired years. I seek to help my clients reach a high level of confidence they will not outlive their money. Protecting purchasing power is critical to this planning. Making the change from a lifetime of accumulation and saving to a future of distributions requires a different set of skills and strategies. Retirement income planning in my opinion should include reaching goals with as little risk as possible. Because I maintain my CFP® and CPA Personal Financial Specialist designations I feel I may provide you with a better overall assessment of your financial situation. My continuing education requirements include 80 hours of training every two years including ethics courses. I am a CERTIFIED FINANCIAL PLANNER™ professional and CPA Personal Financial Specialist. I provide my clients with comprehensive financial planning through LPL Financial. Provide Trust services via The Private Trust Company, N.A. an affiliate of LPL Financial. Looking for Testimonials? It is the opinion of many firms Testimonials, Recommendations and Endorsements violate SEC Rule 206(4)-1 for Investment Advisor Representatives. I am forced to disable your ability of viewing my Testimonials and Endorsements.