Jay Rowe-Regions Financial Advisor

Our experienced professionals work as a team to provide you with comprehensive service, conveniently located in your local branch. We support you with the financial strength of a prominent national investment and insurance firm, teamed with the comfort and familiar faces at places you already know.

HistoryThe business started with the authoring of financial themed e-books and the selling of life insurance here in Tennessee. But as I achieved some more advanced degrees I continued to write books but now provide financial services mainly targeted towards individual tax returns and comprehensive financial plans to individuals and families.SpecialtiesProvide financial planning, asset management, and tax preparation services to area residents in Nashville. I hold an MS in Financial Planning from Bentley University and I also have an MBA and an MS in Accounting which supports my approach to quality financial planning and tax preparation. For financial plans, I offer a fiduciary fee-based comprehensive financial plan that is detailed and useful for anyone in any stage of their life. I operate under a FINRA Series 65 License. My plans will enable you to get out of debt, save for education expenses and retirement along with everything in between and specialized investment advice. I also offer tax preparation for individuals and for small businesses to maximize your tax returns and offer top-notch service for all your individual tax needs. Also, I can provide these services remotely to people located anywhere in Tennessee. Investing involves risks and past performance is not a guarantee of future performance.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.