Financial Advisors
University Place, WA
Edward Jones financial advisor Jason Light, CFP®, provides comprehensive financial planning and investment management services to individuals and families in the University Place area. With credentials including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and specializations in retirement and asset management, Jason Light helps clients build personalized investment strategies aligned with their long-term goals. Edward Jones combines personal relationships with professional expertise to support wealth accumulation, retirement planning, and financial security.
Ideal for: Individuals and families seeking comprehensive financial planning, pre-retirees and retirees planning income strategies, business owners managing wealth, people wanting personalized investment advice
Service area: University Place, Tacoma, and surrounding Pierce County communities
CFP® Credentials: Jason Light holds multiple professional certifications including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), demonstrating advanced expertise in comprehensive financial planning.
Personalized Relationship-Based Approach: Edward Jones emphasizes building long-term relationships with clients through face-to-face meetings and personalized guidance tailored to individual financial goals and life circumstances.
Full-Service Financial Planning: Services span investment management, retirement planning, college savings, estate planning considerations, and insurance solutions through a single trusted advisor.
Address: 3560 Bridgeport Way W Ste 3-C, University Place, WA 98466
Phone: (253) 566-8738
Website: edwardjones.com
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