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Jason M Jonczak - Financial Advisor in Cary, NC

Jason M Jonczak

Financial Advisor

5.0
(3)
I learned many things from my time as a Boy Scout, but one has stuck with me and continues to resonate in everything I do: Leave things better than you found them. This motto guides my approach in every aspect of my daily life, both profess...... Show More
Location & Business Hours
Business Hours
Wed
8 AM to 5 PM
Thu
8 AM to 5 PM
Fri
8 AM to 5 PM
Overall Ratings
5.0
(3)
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Reviews from Web
  • 5.0
    google
    C
    Colby J
    Posted on May 13th, 2021 12:00 AM
    Jason M Jonczak has received a review with 5 star rating from Colby Jackson
  • 5.0
    google
    D
    Dan B
    Posted on May 13th, 2021 12:00 AM
    We've worked with Jason and his team for many years and could not be happier. Very professional and always available when any questions or concerns come up.
  • 5.0
    google
    R
    Ryan O
    Posted on May 13th, 2020 12:00 AM
    Jason M Jonczak has received a review with 5 star rating from Ryan Oakley
  • 3 of 3
    About
    I learned many things from my time as a Boy Scout, but one has stuck with me and continues to resonate in everything I do: Leave things better than you found them. This motto guides my approach in every aspect of my daily life, both professionally and personally. After graduating from UNC Chapel Hill, my first job was with a small local business. There, I learned about the dedication it takes to achieve one's goals. This experience ignited my dream of building a business of my own. In 2000, I joined Edward Jones, where my dreams and passions, running a business, investing and improving the world around me converged into a meaningful career.I've built my practice on the principle of treating clients as I want to be treated – a simple idea that remains relevant in today's complex marketplace. Understanding your goals and objectives thoroughly is essential to me before providing any financial advice.My branch team includes Registered Branch Associate Heather Oakley, Client Account Administrator Caren Goldstein and Branch Office Administrator Lori Kelley. Together, they bring over two decades of combined firm experience. My team is dedicated to providing attentive, highly-personalized service to every client.In 2024 we were recognized and honored to attend Pinnacle Conference, an event held to recognize and celebrate a high level of success in sustaining a successful practice, leadership and top-notch client service. This is the firm's premier recognition conference, with only 200 teams out of 16,000 across the U.S and Canada being invited to attend.I am honored to have been named to the Forbes Best-in-State Wealth Advisors ranking in North Carolina in 2022-2025.*My wife, Michele, and I have three children. As avid basketball fans, we spend many of our evenings and weekends on the court. With my playing days largely behind me, I stay active through fitness and enjoy spending time with my kids and giving back to the community by coaching youth leagues.*Forbes Best-in-State Wealth Advisors in NC in 2022-2025, published 1st trimester each year, research by SHOOK Research, LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
    Specialities
    Wealth Strategies
    Entrepreneurs & Business Owners
    Retirement Income Strategies
    Retirement Savings Strategies
    Estate & Legacy Strategies
    Intergenerational Planning
    Spending Time with Family
    Basketball
    View All
    65
    /850
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    FAQs
    Here are some Frequently Asked Questions about Jason M Jonczak
    What organization is Jason M Jonczak associated with?
    Jason M Jonczak is associated with Edward Jones.
    What is Jason M Jonczak’s work email address?
    Jason M Jonczak’s professional email address is j***********k@e**********.com. You can also email Jason M Jonczak by clicking on the contact Jason M Jonczak.
    Where is Jason M Jonczak based out of?
    Jason M Jonczak’s primary location is Cary, NC.
    What is Jason M Jonczak's phone number?
    Jason M Jonczak's phone number is (919) 851-6595
    What is Jason M Jonczak's title??
    Jason M Jonczak is a Financial Advisor.