Jason Jonczak, Financial Advisor located in Cary, NC

Financial Advisor
Jason M Jonczak

CFP®, AAMS®
1225 Crescent Green Dr, Suite 100, Cary, NC 27518opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Inheritance Guidance
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Basketball
  • Fishing
  • Wine Collecting/Enthusiast
  • Running

Team Members

  • Caren Goldstein
    Sr. Branch Office Administrator
  • Catherine Cunningham
    Branch Office Administrator
  • Tania Manzi
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(919) 851-6595

Fax

(888) 536-9498

Office Address

1225 Crescent Green Dr
Suite 100
Cary, NC 27518opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.