Edward Jones - Financial Advisor: Jason F Munoz, CEPA®|AAMS®

4.5
8 reviews
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Business Details

23501 Cinco Ranch Blvd, Katy, TX
77494, United States
(281) 828-0881
https://www.edwardjones.com/us-en/financial-advisor/jason-munoz
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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 F Munoz, CEPA®|AAMS®
23501 Cinco Ranch Blvd, Katy, TX
77494, United States

Reviews

4.5
8 reviews
5 stars
7
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1 star
1
  • WR
    William Rothwell
    Sep 11, 2025
    5.0
    We have had perhaps 4-5 EdJones advisors over the decades. Jason has been the best! Clearly the most patient, customer-oriented advisor of the bunch. Jason listens carefully to our priorities and wishes, does not over-sell, respects our priorities, offers perspectives and ideas and remains flexible and helpful. He has great integrity and values we can trust!
  • LS
    Leon Skrivanek
    Jan 22, 2020
    5.0
    We have worked with Jason for a little more than 6 years and have enjoyed the experience. Through our many conversations I have learned a great deal about what it takes to be successful in the short and long term and also feel as though I see the big picture much more clearly. Jason and his staff are both affable and attentive. I have, and will continue to recommend Jason to anyone looking for investment services.
  • MK
    Marsha Kamish
    Dec 30, 2019
    5.0
    Not only is Jason a nice person but he also knows his business. I lost a lot of money using Fidelity. They constantly changed my advisor, money was going down the drain, no one cared. I transferred everything I had (not that much really) to Jason and not only did I not lose money but I gained about 8% over the one year I've partnered with him. I am definitely a small investor but Jason treats me as if I had a million dollars in my account. Jason insists we touch base each quarter. He shows me where we are, mentions if he thinks I should switch to a different sector or whatever, and totally keeps me grounded financially. I can't say enough good things about Jason or his assistant, Carolyn. I'm looking forward to more good news in 2020 with Jason Munoz and Edward Jones!
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jason F Munoz, CEPA®|AAMS®

What services does Edward Jones - Financial Advisor: Jason F Munoz offer?

Edward Jones - Financial Advisor: Jason F Munoz provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services.

Where is Edward Jones - Financial Advisor: Jason F Munoz located?

The office is located at 23501 Cinco Ranch Blvd, Suite B246, Katy, TX 77494, USA.