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 financial well-being.
In addition to serving my clients I continually pursue opportunities for personal growth. I currently hold several positions on our Region's Leadership Team which consists of over 50 branch teams across Southwestern Ontario. I am also an Edward Jones Field Trainer and regularly coach and mentor new advisors as they start their career with Edward Jones.
In addition to working with me you will work with Michael, my Branch Office Administrator and my partner here at the office. We have a great working relationship and he will be happy to help you with all of your administrative needs.
I started my university career in the USA on a soccer scholarship before return to Canada and earning my Bachelor of Commerce from Ryerson University in Toronto. After graduation I joined Edward Jones in 2012 and having been serving clients and growing my practice ever since.
I live in town with my high school sweetheart Trish, our two year old son Nathan, our brand new baby Bennett, and our Welsh Spring Spainel Ellie. I am an avid fan of Toronto FC and all things soccer. In my spare time I coach youth soccer, travel, and I love nothing more than sitting down to a meal with great food and even better company.
Now you know a little about me and I would love to know a little about you. Give us a call or stop by the branch, we look forward to seeing you.
Phone NumberJason Morgan at (519) 751-3993
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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