Edward Jones - Financial Advisor: Jason F Munoz, CEPA®|AAMS®

(5) Great investment partner!

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!