Edward Jones - Financial Advisor: Jason York

"I could not have had a better experience with Jason. I highly recommend him for all of your financial needs."

"I have been putting my trust in Jason for a few years now. He is passionate about his work and seeing his clients succeed. Jason is professional and considerate and makes sure you understand your options. He is very responsive to my requests, even the ones that happen after regular hours. His advice and foresight have helped my portfolio grow even when the market was down. I cannot recommend him enough."

"Putting your trust in someone to manage your money is a scary thing. Jason is a person who listens and puts those worries to ease. You can tell he has found his passion and only wants what’s best for your specific needs. He calls to check in and encourages me to do the same if I ever have a question. I’m new to having retirement accounts and he took the time to go over every detail to make sure I was comfortable with everything. He also helped me set up school funds for my kids. Jason makes me feel like he cares about me and my financial growth for me and family. Thank you Jason!!!"

"We enjoy working with Jason very much. He is professional and considerate and listens to our goals and needs and comes up with great options for us to consider. Jason always has time to listen and answer our questions and is very responsive and quick to get back with us whenever we need to speak with him. His advice has been sound and we look forward to continuing to work with him in the future."

"Jason does a great job of gathering all of your information and giving you relevant advice. I happen to be in a similar life cycle from him and he even had the added touch of "this is what I do and why" which I appreciate. He also adds "this is why you might want to handle it differently" so that you can make your own decisions. I rolled over two 401ks and all I had to do was give them permission to talk to him then he handled the entire process for me and stayed on top of it. It was nice to not have to worry about saying the right thing to the 401k company or track where checks were, etc. He also stays on top of your money with timely updates. I am probably the worst kind of client as I do not make my finances my priority. Jason is wonderful about sending reminders of when we should talk without being annoying, they are perfectly spaced and I never feel like the burden that I imagine I am. I highly recommend Jason for someone who wants to be involved as well as someone who wants to not have to worry about their money. He is great in both directions."