Basic Information
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Company
Edward Jones -
About me
I am a first generation American and university graduate who has prided himself on working hard to repay the sacrifices and work that my parents put in for my brothers and me to get to this stage today. Not many people talk about the proverbial "other side of the coin" of those sacrifices, though, and I experienced firsthand what happens to a family when you don't plan with an end goal in mind and what happens when you don't have a plan to navigate emergency and unexpected situations. Since then, I've made a vow to myself to never let something similar happen to my own family, and to prevent it from happening to as many households as possible in both my local and cultural communities.
Upon joining the Edward Jones culture, I knew I wanted to continue along my path of serving business owners in the community. So, I have earned the Certified Exit Planning Advisor® designation in an effort to increase my knowledge to serve business clients and provide clarity and value before, during, and post- exit life. It's important to me that business owners have all three of their personal, financial, and business goals aligned and progressing in unison.
My wife, Bonnie, and daughter, Olivia, are my two favorite people in the entire world. Outside of the office, you can catch us supporting Olivia in one of her many escapades: gymnastics, arts and crafts, writing random stories, TAG Showcases for school or various events through our church community! Bonnie and I love going on food adventures, so you'll often find us in the gym working out in order to support our adventurous eating habits. We both love to dance as well and have some dates to dance the night away whenever opportunity allows. You can also find us walking around our local community with our dog, Tokio, who we named after a character from one of our favorite shows!
Having a successful journey together means getting to know what's important to YOU and understanding what sets your soul on fire. Learning about your passions and the WHY behind your goals helps me craft a financial strategy that caters to your aspirations. This is a lifelong journey together and I am committed to making sure you feel safe and secure about your future. -
Profession
Financial Advisor -
Website
https://www.edwardjones.com/us-en/financial-advisor/jason-avelar