Jason York, AAMS™ is a skilled Edward Jones financial advisor serving the Jacksonville community with specialized expertise in retirement planning and estate strategies. His Accredited Asset Management Specialist (AAMS™) designation demonstrates his advanced knowledge in investment management and asset allocation strategies, making him a valuable resource for clients seeking professional investment guidance.

As an AAMS™ professional, Jason specializes in retirement savings strategies that help clients build substantial retirement funds through systematic saving approaches, tax-advantaged account optimization, and strategic asset allocation. He works with clients to evaluate their current retirement savings progress, identify opportunities for improvement, and implement strategies that accelerate their progress toward retirement goals. His expertise includes 401(k) optimization, IRA management, Roth conversion strategies, and employer retirement plan coordination.

Jason's expertise in retirement income strategies focuses on helping clients transition from accumulation to distribution phases of retirement planning. He develops comprehensive withdrawal strategies that balance current income needs with long-term capital preservation, ensuring that retirement savings last throughout clients' lifetimes. His approach includes Social Security optimization, pension maximization techniques, and tax-efficient withdrawal sequencing that minimizes the impact of taxes on retirement income.

Estate and legacy planning is another cornerstone of Jason's practice, where he helps clients develop comprehensive strategies for wealth transfer that preserve their financial legacy for future generations. His estate planning knowledge includes trust strategies, beneficiary designations, charitable giving techniques, and generation-skipping strategies. Jason works closely with clients' estate planning attorneys and tax professionals to coordinate strategies that achieve both wealth transfer and tax efficiency objectives.

Jason's comprehensive financial planning services include portfolio analysis and optimization, where he conducts detailed reviews of clients' investment holdings to ensure proper diversification, appropriate risk levels, and alignment with financial goals. These reviews examine asset allocation, fee structures, tax efficiency, and performance relative to benchmarks. His analytical approach helps clients understand their investment strategy and make informed decisions about portfolio adjustments.

Insurance planning is an important component of Jason's practice, where he helps clients evaluate their life insurance, disability insurance, and long-term care insurance needs. He understands that insurance is a critical component of comprehensive financial planning and works with clients to ensure that their insurance coverage adequately protects their families and their financial plans from unexpected events.

Located on Philips Highway in Jacksonville, Jason's office serves clients throughout the Southside Jacksonville area and surrounding communities. His commitment to building long-term relationships is reflected in his thorough understanding of client needs and his dedication to providing ongoing guidance as circumstances change throughout their financial journey.