Jason Kozon, Financial Advisor located in Foley, AL

Financial Advisor
Jason M Kozon

CFP®, AAMS®, CRPC™
22394 Miflin Rd Ste 202, Foley, AL 36535opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

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

Team Members

  • Haley Blackmon
    Associate Financial Advisor
  • Lezli Thomason
    Associate Financial Advisor
  • Lisa Bray
    Sr. Branch Office Administrator
  • Alicia King
    Branch Office Administrator

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 - 03:00PM
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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