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Home > Financial Planner Directory > Texas > Austin > Jason Florey, CFP®

Jason Florey, CFP®

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Waddell & Reed, Inc.

9500 Arboretum Blvd

Suite 225

Austin, TX 78759-6336

Phone: (512) 453-1555

Toll-free: (800) 880-3941

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Investment Management
Estate Planning
Mutual Funds
Insurance
Retirement
Long-term Care

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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