Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jason Kozon (CRD# 2987010) is an Investment Advisor Representative working at Edward Jones in Foley, AL and has over 20 years of experience in the finance industry. Jason Kozon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick Bussey (CRD# 3244138) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Foley, AL and has over 17 years of experience in the finance industry.
S. Wesley Carpenter is a Financial Advisor in Fairhope, AL with Merrill Lynch. In July 2017, I was named to Forbes' "America's Top Next-Generation Wealth Advisors" where I was ranked #6 in AL and #278 Nationally.
I am a Partner and Financial Advisor with THE HARTY CARPENTER GROUP, is a distinguished wealth management team in Fairhope, AL. We have significant experience advising CEOs, Retirees, and other Professionals with virtually all aspects of their fina