Jason Edgerton, CFP®

Financial Advisor

Jason is the Vice President of Certified Financial Strategies. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Jason specializes in managing relationships grounded in comprehensive financial planning and asset management. Every client is unique. Jason focuses on the circumstances unique to each client rather than boiler plate planning and plug and play investment management.

Jason graduated from Austin College in 2000 with a Bachelor degree in Business. He obtained the CFP designation in 2016 from Southern Methodist University and is a current member of the National Association of Professional Financial Planners (NAPFA).

In his spare time, Jason enjoys spending time with his wife Brennan, daughter Vivienne and son Nash (and Mo the stubborn dog). In addition, he is an avid golfer, tennis player and aspired skier as time permits.

12700 Hillcrest Rd., Ste. 210
Dallas, TX 75230
(972) 702-8121

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Securities offered through Charles Schwab & Co., Inc,. Member FINRA/SIPC.
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