Jason Kozon, Financial Advisor

FINANCIAL ADVISOR
Jason M Kozon

CFP®, CEPA®, AAMS™, CRPC™
22394 Miflin Rd Ste 202, Foley, AL 36535opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Personal Fitness
  • Pickleball

Team Members

  • Haley Blackmon
    Associate Financial Advisor
    FPQP®
  • Lezli Thomason
    Registered Branch Associate
  • Valerie Sudduth
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(251) 943-3399

Fax

(888) 860-6265

Office Address

22394 Miflin Rd Ste 202
Foley, AL 36535opens in a new window

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