portrait of Jason R Valek
FINANCIAL ADVISOR

Jason R Valek

CFP®, AAMS™
801 Fm 1187 E Suite A, Crowley, TX 76036opens in a new window
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Focus Areas

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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Car Restoration
  • Motorcycles
  • Vintage Cars
  • Music

Team Members

  • Judy Dubuis
    Sr. Branch Office Administrator

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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 - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(817) 297-9368

Fax

(866) 444-9138

Office Address

801 Fm 1187 E Suite A
Crowley, TX 76036opens in a new window

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