Jason Kozon

Best-in-State · rank 62 · Foley, Alabama · listed firm: Edward Jones

Identity & firm

Firm — Edward Jones (high)
- “Edward Jones” — forbes_shook
Parent company — Edward Jones (high)
- “Edward Jones” — firm_official
Firm type — wirehouse (high)
- “Edward Jones is a wirehouse brokerage firm” — sec_finra_regulatory
Team name — Kozon Blackmon Wealth Management (high)
- “Kozon Blackmon Wealth Management” — sec_finra_regulatory
Team size — 6 (high)
- “Team composition includes Jason M Kozon (29 years), Chantz B Blackmon, Haley Blackmon, Lezli Thomason, Lisa Bray, and Alicia King” — sec_finra_regulatory
CRD — 2987010 (high)
- “CRD Number: 2987010” — sec_finra_regulatory
Years experience — 29 (high)
- “29 years in financial services” — sec_finra_regulatory
Designations — CFP, CEPA, AAMS, CRPC (high)
- “CFP®, CEPA®, AAMS™, CRPC™” — sec_finra_regulatory

Team AUM ($M) — 345 (high)
- “Team Assets (Custodied): $345M” — forbes_shook
Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
Typical client net worth ($M) — 7 (high)
- “Typical Net Worth of Relationships: $700K-12M” — forbes_shook
Client niche — business owners, estate planning, exit planning and succession planning (high)
- “Exit planning and succession planning specialization; estate planning, wealth strategies, retirement planning, business owner services” — sec_finra_regulatory
Custodians — gap: not_applicable
Fee model — gap: not_public

Website url — gap: not_found_after_search
Value proposition (verbatim) — gap: not_found_after_search
Differentiators — specializes in exit planning and succession planning for business owners, CEPA designation (exit planning focus) (medium)
- “Exit Planning Institute (May 2024); CEPA® designation” — sec_finra_regulatory
Content marketing — gap: not_found_after_search
Has podcast — no (medium)
Books published — gap: not_found_after_search
Linkedin url — gap: not_found_after_search
Social presence — facebook (low)
- “Facebook presence identified” — social_or_third_party_db
Press awards — Forbes 2026 Best-In-State Wealth Advisors (rank 62 Alabama) (high)
- “Forbes 2026 Best-In-State Wealth Advisors” — forbes_shook