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Hayden M

Series 66

Morgantown, WV

Edward Jones

Hayden Mason is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 credential and four years of industry experience. He previously worked at Milwaukee Tool, Techtronic Industries, and Allstate. Mason serves as President-Elect of the Cheat Lake Rotary, where he participates in board decisions regarding grants and donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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William M

Series 66

Morgantown, WV

Edward Jones

William Mason is a financial advisor at Edward Jones in Morgantown, WV, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019. Previously, he was the owner of Mason Properties of WV LLC, a real estate business that was in the process of liquidation as of 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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