Edward Jones - Financial Advisor: Jason Light, CFP®|ChFC®|AAMS®|ADPA®
5.02 reviews
Business Details
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 Light, CFP®|ChFC®|AAMS®|ADPA®
3560 Bridgeport Way W, University Place, WA
98466, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- KBKathleen BarnettJan 12, 20255.0Jason Light and his staff are wonderful to work with. They listen to what you are saying and answer all our questions. I wouldn't go anywhere else.
- SNS NFeb 14, 20225.0Jason's approach to financial planning & wealth management is comprehensive & thorough. He is heads and shoulders above anyone I have worked with before. He carefully weighs ALL variables that impact your life and your goals. He is ethical, very smart, transparent, and pleasure to work with. He is the person with whom I trust to act as my sounding board with all of life's curveballs and decisions. In addition, I have witnessed his compassion and patience with my family members as they made decisions during and after the loss of a spouse. If you are looking for a fiduciary who takes the time to look at the WHOLE picture of your current and future needs, then Jason and his team are the answer!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason Light, CFP®|ChFC®|AAMS®|ADPA®
What services does Edward Jones - Financial Advisor: Jason Light provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Jason Light?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 2:00 PM, with appointments available on Mondays and Fridays.
How can I schedule an appointment with Jason Light at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-light/contact/.
Where is Edward Jones - Financial Advisor: Jason Light located?
The office is located at 3560 Bridgeport Way W, Ste 3-C, University Place, WA 98466, USA.
Does Edward Jones - Financial Advisor: Jason Light offer resources to help plan for retirement?
Yes, they offer a retirement savings calculator available online to help clients prepare for their future.
What languages are spoken at Edward Jones - Financial Advisor: Jason Light?
Services are offered in English.
How can I contact Edward Jones - Financial Advisor: Jason Light?
You can call them at +1 253-566-8738 or email jason.light@edwardjones.com.
Are there any real estate agents nearby Edward Jones - Financial Advisor: Jason Light?
Yes, nearby real estate agents include Rita Edling with Better Properties North Proctor, Triple V NW Homes, Stewart & Stewart Real Estate - Cindy & Carson Stewart, Team Truelove's Tacoma Site, and Sarah Gelman Homes, which can be helpful if you are considering property investments or need local housing market advice.
What insurance agencies are located near Edward Jones - Financial Advisor: Jason Light?
Nearby insurance agencies include Keila Bullock, Walker Heiling - Bankers Life Agent, Gary VanLandingham-Bankers Life Agent, Christine Jackson, Bankers Life Agent, Danielle Turner, Bankers Life Agent, and Jihad Bah, Bankers Life Agent, offering convenient options for insurance needs alongside financial planning.
Are there other financial or professional services located near Edward Jones?
Yes, nearby professional services include PNW Real Property (commercial real estate), Rainier Title (real estate services and corporate office), and mediation services by Josephson & Associates Inc PS, which can complement your financial and investment planning needs.