How I can help you

I grew up in the financial industry via my mom, who was a CPA, CFP, and VP of a large investment firm in Minnesota, now retired. Upon graduating college I went into technology, ultimately co-founding a software company that became a Solution Partner offering GPS tracking solutions for Verizon Wireless. After successfully selling my stake in that company, I wanted to learn more about the world of finance and gain a better understanding of how things work, mainly for myself and my own benefit. During the course of that learning process, I have absolutely fallen in love with what I do as a Financial Advisor and planner. This love has propelled me into my current role as Financial Advisor overseeing the Edward Jones office in Ormond Beach FL, where I currently manage over $50M of client assets. I am also in the process of earning my CFP, I volunteer with SCORE as a business mentor and I am the incoming Chapter President, and I am on the Leadership Team within Edward Jones. I am also an active commercial and residential Real Estate investor. My previous and current experiences have provided me wide knowledge base of different industries, technologies, and strategies to grow a business. I love what I do and I am happy to help anyone.
Areas of Expertise
  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Marketing, Public Relations & Sales
  • Non-Profit
  • Operations
  • Technology

Industry Experience
  • Other Services (except public admin.)
  • Finance & Insurance
  • Professional, Scientific, & Technical Services
  • Real Estate & Rental & Leasing

Jason Morgan

Communication Methods

  • In Person