As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2006 as a financial advisor in Dallas and became a limited partner with Edward Jones in 2010. I regularly hold educational investment seminars concerning a variety of topics from college savings plans to retirement planning.
It has been my pleasure to serve the firm in several capacities, including as a field trainer and as a support specialist for financial advisors. I also served on the regional leadership team from 2008 to 2013.
I attended Stephen F. Austin State University, graduating in 2002 with a Bachelor of Science degree. In addition, I received the professional designation of AAMS® in 2010. The College for Financial Planning awards the AAMS designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Sarah, and I have been married 18 years and have five children, Aubrey (16), Bryson (14), Landrey (11), Luke (8) and Lindsey (6).
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.
Phone NumberJason K Haddix at (214) 265-6043
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