In 1998, I began my career as an Edward Jones financial advisor.
During my Edward Jones career, I have held a variety of regional leadership positions, including serving as a new financial advisor support specialist, mentor, field trainer, and recruiting leader. I served as a regional leader over many of our branch teams throughout Alabama, Mississippi and parts of Georgia for 10 years.
I have been a principal with the firm from 2015 until 2022.
My family and I live in Gulf Shores, AL. Jana is my beautiful wife, and we have two children. Our son, Ben, is attending The University of Alabama. Our daughter, Haley, is married to Chantz Blackmon and they are both employed with Edward Jones. We enjoy traveling and spending time with family and friends.
I enjoy running, fitness and I love golf.
I stay active in the community. I have been or am currently involved with the following: Snook Family YMCA, Foley Rotary, Kiwanis Club and South Baldwin Chamber Foundation. I currently serve on the South Baldwin Education Foundation Board.
I couldn't do what I do every day without the help of my Sr. Branch Office Administrator, Valerie Sudduth, and Branch Office Administrator, Lezli Thomason. Together, we focus on what matters the most to you.
I take the time to identify goals and develop strategies to address them. I coordinate and work with other professionals including CPAs, estate planning attorneys and life insurance specialists and agents to help execute necessary actions. We will continue to partner with you and understand your needs. Your goals are our goals.
Our team looks forward to many more years of helping individuals and businesses achieve long-term financial goals. You can send me an email, [email protected], or call our office (251) 943-3399 to schedule an appointment.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberJason M Kozon at (251) 943-3399
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