Edward Jones - Financial Advisor: Jason F Munoz, CEPA®|AAMS™
About the Business
Edward Jones - Financial Advisor: Jason F Munoz, CEPA®|AAMS™ is a reputable financial institution located at 23501 Cinco Ranch Boulevard in Katy, Texas, United States. Specializing in finance, Jason F Munoz is a Certified Exit Planning Advisor (CEPA) and an Accredited Asset Management Specialist (AAMS). With a commitment to providing personalized financial advice and guidance, Edward Jones is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office today for expert financial planning services tailored to your specific needs.
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Location & Phone number
23501 Cinco Ranch Blvd Suite B246, Katy, TX 77494, United States
Reviews
"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."
"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!"
"Jason has been our financial advisor for 10 years and we are happy with the results. He is knowledgeable and provides recommendations as needed."
"Jason Munoz makes sure your money is working for. So glad to have him in my corner."
"Jason Munoz has provided exceptional financial planning and advising services for our family for approximately fifteen years. He has kept our family's best interests in mind as our needs have changed over time. He has been proactive in managing college and retirement accounts and maintained regular communication with us. You will not find a better financial advisor."
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