JASON FRIESE
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Jason Friese is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Jason Friese - - Edward Jones - Shingle Springs, California, city=Shingle Springs, display_country=United States, hs_object_source_detail_1=Find a CEPA February 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jason-friese, profile_name=Jason Friese 52, lname=Friese, hs_object_source_id=enrollmentId:2368583465773;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20FEBRUARY%202026/FRIESE-JASON-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-FEBRUARY.pdf, hs_createdate=1772808207808, cohortium_profile_title=Jason Friese | Financial Advisor at Edward Jones | CEPA Connect Member, state=California, id=49571457078, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jason Friese, email=jason.friese@edwardjones.com, cohortium_meta_description=Connect with Jason Friese, a specialized Financial Advisor working with Edward Jones based in California., associated_contact_record_id=191296951892, website=https://www.edwardjones.com/us-en/financial-advisor/jason-friese, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778092075365, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20FEBRUARY%202026/11407_Friese_CEPA-Certificate-2026-February.pdf, is_editable=editable, url_slug_2=jason-friese, impersonate_user_url=https://exit-planning-institute.org/member-detail/jason-friese?impersonation=true, full_name=Jason Friese, hs_lastmodifieddate=1778092076057, phone=+1 760-703-8459, company_name=Edward Jones, name=Jason, hs_object_id=49571457078, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=95682, username=jasonfrieseedwardjones, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/jason-friese - Phone: +1 760-703-8459
- City: Shingle Springs
- State: California
- Postal Code: 95682
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
