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Merrill Lynch Financial Advisor Jonathan Jepsen
1201 Pacific Avenue, Tacoma, Washington, United States
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About the Merrill Lynch Financial Advisor Jonathan Jepsen
Merrill Lynch Financial Advisor Jonathan Jepsen, located at 1201 Pacific Avenue in Tacoma, Washington, offers personalized wealth management strategies tailored to your individual financial goals. With a deep understanding of your financial picture, Jonathan can create a flexible strategy to navigate today's changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America.
Jonathan is dedicated to serving the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, he can help you build a personalized plan centered around your goals. By listening to your priorities and aspirations, Jonathan can help you make informed investment decisions that align with your values and objectives.
Using the Investment Personality Assessment, Jonathan gains insight into your investing preferences to customize a financial approach that suits your needs. As your life and goals evolve, he will help you adjust your financial strategy to reflect these changes. With a focus on understanding what matters most to you, Jonathan works to turn your financial goals into reality.
As a Merrill Lynch Wealth Management Advisor, Jonathan is committed to helping you navigate the complexities of your financial life and build a customized investment approach. By prioritizing your needs and goals, he aims to provide you with the guidance and support necessary to achieve financial success. With access to the latest investment insights and strategies, Jonathan is dedicated to helping you live your best financial life.
Jonathan Jepsen is registered to do business in multiple states, and he understands that investing involves risk. He encourages clients to consult with their legal and tax advisors before making any financial decisions. By working with Jonathan, you can benefit from personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.
Photos of Merrill Lynch Financial Advisor Jonathan Jepsen
1201 Pacific Ave #1800, Tacoma, WA 98402, United States
Opening hours of Merrill Lynch Financial Advisor Jonathan Jepsen
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
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