Edward Jones - Financial Advisor Jason F Munoz, CEPAAAMS

Located in Houston, Texas

Address: 23501 Cinco Ranch Blvd Suite B246, Katy, TX 77494, United States

Phone: +1 281-828-0881

Rating: 4.4

Review 1 (2019-12-30 - Rating: 5)
Not only is Jason a nice person but he also knows his business. I lost a lot of money using Fidelity. They constantly changed my advisor, money was going down the drain, no one cared. I transferred everything I had (not that much really) to Jason and not only did I not lose money but I gained about 8% over the one year Ive partnered with him. I am definitely a small investor but Jason treats me as if I had a million dollars in my account. Jason insists we touch base each quarter. He shows me where we are, mentions if he thinks I should switch to a different sector or whatever, and totally keeps me grounded financially. I cant say enough good things about Jason or his assistant, Carolyn. Im looking forward to more good news in 2020 with Jason Munoz and Edward Jones!

Review 2 (2019-01-09 - Rating: 5)
Jason Munoz has provided exceptional financial planning and advising services for our family for approximately fifteen years. He has kept our familys best interests in mind as our needs have changed over time. He has been proactive in managing college and retirement accounts and maintained regular communication with us. You will not find a better financial advisor.

Review 3 (2020-01-23 - Rating: 5)
We have worked with Jason for a little more than 6 years and have enjoyed the experience. Through our many conversations I have learned a great deal about what it takes to be successful in the short and long term and also feel as though I see the big picture much more clearly. Jason and his staff are both affable and attentive. I have, and will continue to recommend Jason to anyone looking for investment services.

Review 4 (2019-12-23 - Rating: 5)
Jason has been our financial advisor for 10 years and we are happy with the results. He is knowledgeable and provides recommendations as needed.