Edward Jones - Financial Advisor: Jason Lanham, AAMS™|SE-AWMA™ - Bloomington, Indiana

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Edward Jones - Financial Advisor: Jason Lanham, AAMS™|SE-AWMA™ es una empresa financiera que ofrece servicios de asesoramiento financiero, brokerage de acciones y servicios de inversión. Con sede en Bloomington, IN 47403, Estados Unidos, Jason Lanham está listo para ayudarle a alcanzar sus objetivos financieros.

Jason Lanham, AAMS™|SE-AWMA™ es un financiero certificado que ha recibido entrenamiento en las técnicas de asesoramiento financiero y brokerage de acciones. Su enfoque se centra en brindar soluciones personalizadas a sus clientes, ayudándoles a tomar decisiones informadas sobre sus inversiones y planes financieros.

Las especialidades de Jason Lanham, AAMS™|SE-AWMA™ incluyen:

• Asesoramiento financiero
• Brokeraje de acciones
• Servicios de inversión

La empresa también ofrece servicios adicionales, como:

• Parking accesible para sillas de ruedas
• Entrada accesible para sillas de ruedas
• Toilettes accesibles para sillas de ruedas
• Toiletas
• Se recomienda hacer cita previa

Jason Lanham, AAMS™|SE-AWMA™ ha recibido una media de 5/5 estrellas en Google My Business, con 17 reseñas en total.

Características

Jason Lanham, AAMS™|SE-AWMA™ ofrece:

• Asesoramiento financiero personalizado
• Brokeraje de acciones con acceso a mercados internacionales
• Servicios de inversión para alcanzar objetivos financieros a largo plazo

Ubicación

Edward Jones - Financial Advisor: Jason Lanham, AAMS™|SE-AWMA™ se encuentra en:

1913 Liberty Dr, Bloomington, IN 47403, Estados Unidos

Podría contactar a Jason Lanham, AAMS™|SE-AWMA™ llamando al:

Phone: 812-339-5873

O visitando su sitio web en:

Website: edwardjones.com

Jason Lanham, AAMS™|SE-AWMA™ está listo para ayudarle a alcanzar sus objetivos financieros. Visítalo en su localidad o llámelo para programar una cita.

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👍 Reviews of Edward Jones - Financial Advisor: Jason Lanham, AAMS™|SE-AWMA™

Wesley S.

5/5

Prior to meeting Jason for an initial overview of my financial situation, I had known him professionally for a few months. In all of our weekly interactions during that time, I had come to know him as a man of good character, intelligence, and service to others. It was for these reasons that I decided to seek Jason’s financial advice. In our meeting, I found Jason’s expertise and computer financial models to be informative and thought-provoking. He was patient and thorough in answering all of my questions, so much so that we went over time. I left our meeting feeling more empowered regarding my financial future than I have in a long while. For this reason, I would happily recommend Jason Lanham to anyone looking to speak with a financial advisor.

Brandi M.

5/5

Jason is a wonderful financial advisor. He’s helped me manage my account to fit my family needs. A family man with great values and compassion. He enjoys working with others to help accomplish their financial goals. I highly recommend him! No pressure and no haggle!

Debbie D.

5/5

Taking my mother to see Jason and review what was going on with her account was one of the best decisions we ever made. My mom will freely admit that the more you talk about her account usually the more her eyes will glaze over and it’s just hard for this very intelligent woman to get all the concepts involved in having a successful financial account. Jason rocked; he answered all our questions, was patient with interruptions and made my mom feel secure about her financial future and where it was going with the investment, she made at Edward Jones. my mom loves to talk about the fees she hast to pay years after the fees were already paid. Jason addressed that concern and laid out the fees and what that very very small percentage of fees, had garnered her in terms of account growth. Nobody‘s account is exactly the same, and nobody can guarantee investments. However, she hit everyone of my mom‘s hot buttons, and she was made to feel respected and honored client. because Jason was able to explain things in ways my mother understood , she really understood that it’s important to meet regularly at least annually to go over where your account is and to make any adjustments that might be needed. If you’re sitting on the fence about Edward Jones, and particularly if you’re sitting on the fence about going to see Jason Lanham, I highly recommend you just bite the bullet and make an appointment and judge for yourself. I don’t feel that you will be disappointed and no he didn’t pay me to say any of these things. Lol.

Kaity S.

5/5

Jason is compassionate, knowledgeable, and just all around a good man. I don't think you'll find a more trustworthy and caring financial advisor anywhere. He absolutely has his clients's best interest at heart. I cannot recommend him highly enough!

Caleb K.

5/5

Jason was extremely helpful and professional. He walked me through different scenarios that best suited my current financial situation and helped me pick the best path forward. I highly recommend Jason to anyone looking for help navigating their financial future.

Jane L.

5/5

I am so glad that I picked Jason as my Financial Advisor. He takes the time to make sure that we are looing at my needs and makes me feel like my business is appreciated. I highly recommend him!

Ashley S.

5/5

Jason is kind, wise, reasonable and genuine. He is one of the most accountable and honest people I know, and I fully trust him in matters like this. He will do his best for me, as I know he always does for others. Highly recommend.

Scott L. N.

5/5

Jason has been super helpful and professional in assisting us in planning for the future. And he never once has made us feel bad for not planning sooner! Thanks, Jason, for all your help, now and forever years to come!