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Jason Morgan, Financial Advisor

Financial Advisor
Jason Morgan

515 Park Rd N, Unit #2, Brantford, ON N3R 7K8opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Estate and legacy strategies
  • Retirement income strategies
  • Retirement savings strategies
  • Wealth strategies

About Jason

As your financial advisor, what's important to me is understanding what's important to you.

I love my job because everyday I get to help my clients meet their financial goals, both big and small. We'll use an established process to build you a personalized strategy and will partner with you through your life to help get you and keep you on track.

We will take the time to understand your big picture and hope that in working together you will feel an increased comfort and confidence that you have someone knowledgeable and trusted looking out for your best interests and...

Work History

  • Edward JonesFebruary 2012 to Current

Education

  • Ryerson UniversityBachelor of Commerce

Personal Interests

  • Cooking
  • Health & Nutrition
  • Home Improvement
  • Soccer

Team Members

  • Michael Muoio
    Client Experience Specialist
  • Christine Perilli
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(519) 752-1115

Fax

(866) 565-7214

Office Address

515 Park Rd N
Unit #2
Brantford, ON N3R 7K8opens in a new window

More to explore

Find your starting point

Start here

Planning your financial future? Our Starting Point tool can help you take the first steps.

Find your Starting Point
My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More