Foley, AL Miflin Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

22394 Miflin Rd Ste 202

Foley AL 36535

Advisors at this office

4

Advisors at this office

Jason K

CFP®, Series 63, Series 65

Foley, AL

Edward Jones

Jason Kozon is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Haley B

Series 66

Foley, AL

Edward Jones

Haley Blackmon is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at State Farm Insurance and was self-employed. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a national network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Chantz B

Series 66

Foley, AL

Edward Jones

Chantz Blackmon is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at New York Life Insurance Company from 2017 to 2019. His background also includes roles at the University of Alabama and Sunsouth LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Lezli T

Series 66

Foley, AL

Edward Jones

Lezli Thomason is a financial advisor at Edward Jones in Foley, Alabama, holding a Series 66 designation with three years of industry experience. Prior to her career in finance, she worked for seven years at Ferrell Family Dental. Outside of her advisory role, she is involved in retail through Diamond Jewelers in Gulf Shores, Alabama, where she contributes seasonally by assisting with sales and jewelry care. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory strategies and maintains a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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