Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA®

5.0
17 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA®
1913 S Liberty Dr, Bloomington, IN
47403, United States

Hours

Reviews

5.0
17 reviews
5 stars
17
4 stars
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0
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1 star
0
  • EL
    Evolve Health LLC
    Feb 15, 2022
    5.0
    Jason set me up with a solid 6 month plan and I look forward to meeting with him in the future.
  • KS
    Kaity Sandes
    Jan 17, 2022
    5.0
    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!
  • BM
    Brandi Mosier
    Dec 6, 2021
    5.0
    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!
  • PR
    Paul Rogers
    Dec 2, 2021
    5.0
    Jason Lanham has been a wonderful financial advisor and has taken the time to learn about our financial needs and come up with a sound retirement plan.
  • TC
    Tyler Cadwell
    Oct 19, 2021
    5.0
    Jason is an amazing guy, that wants to help set you up for success and reach not only your finance goals but your personal goals as well. couldn't ask for a better advisor!

Frequently Asked Questions About Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA®

What financial services does Edward Jones - Financial Advisor: Jason Lanham offer?

Jason Lanham provides financial advising, investment management, investment funds, and stock broker services.

What are the specialities of Jason Lanham at Edward Jones?

He specializes in 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.