Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS®

5.0
5 reviews
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Business Details

111 South High Street, Warsaw, IN
46580, United States
(574) 267-2914
https://www.edwardjones.com/us-en
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About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS®
111 South High Street, Warsaw, IN
46580, United States

Hours

Reviews

5.0
5 reviews
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  • BL
    Brandon Lohmeier
    Jun 4, 2024
    5.0
    Jason has been managing my portfolio for the past 5 years and I have been beyond satisfied with my experience. He is very easy to work with and well in tune with the markets.
  • LR
    Laura Robertson
    Apr 7, 2019
    5.0
    My husband and I have been clients of Jason’s for several years now. He speaks in terms that are easy to understand and we definitely know he is looking out for our best interest. We appreciate his availability to answer questions or to meet with us. Our investments with Jason have done well and we are grateful that he has helped us provide for our children’s futures. We highly recommend Jason!
  • CC
    Collin Chapman
    Apr 1, 2019
    5.0
    Jason has managed my portfolio for several years now and I am very happy with the relationship we have built. Jason is very transparent and doesn't withhold any information from me, I have learned a lot from him. I moved away from Indiana over five years ago but decided to stick with Jason because him and Brenda are a very responsive, trustworthy team. He is always willing to hop on the phone/video chat with any questions I have. He doesn't force anything on me, simply states the facts, his beliefs, his advice and we go from there. I have long term financial goals -and with Jason's help, I believe I will reach them.
  • JV
    Jeff Vernetti
    Mar 27, 2019
    5.0
    Jason is the first advisor I’ve ever worked with who truly got to know and cared about not only my current financial needs, but the long term needs of my family as well. He’s tremendous and I couldn’t see working with anyone else. He’ll work hard every day for me like I’m his only client, and that’s all that I can ask for. Great service!
  • BK
    Ben Kniffen
    Mar 26, 2019
    5.0
    I'm not sure there is a financial advisor that cares more about his clients than Jason Ellis. Anytime I need anything, whether I have a simple question or a long term strategy I need to discuss, I know that Jason is just a phone call away and ready to help out with all my needs. He's open and honest and never hesitates to tell me if we should be looking at a specific option or strategy. If you need someone to help manage your investments, Jason is the only person I would recommend for someone to call.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jason B Ellis, CFP®|AAMS®

What types of financial services does Edward Jones - Financial Advisor: Jason B Ellis offer?

Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

What are the business hours for Edward Jones - Financial Advisor: Jason B Ellis?

The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.