Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jade Berniard, CFP®
485 East 17th Street, Costa Mesa, CA
92627, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jade Berniard, CFP®
What services does Edward Jones - Financial Advisor: Jade Berniard, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Jade Berniard, CFP®?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Tuesday until 7:00 PM, and Friday by appointment only. Closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Jade Berniard, CFP® located?
The office is located at 485 East 17th Street, Suite 100, Costa Mesa, CA 92627, USA.
How can I contact Edward Jones - Financial Advisor: Jade Berniard, CFP®?
You can reach them by phone at +1 949-722-7324 or by email at jade.berniard@edwardjones.com.
Can I book an appointment with Jade Berniard online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jade-berniard/contact/
Does Edward Jones have a mobile app for managing investments?
Yes, their app is available for download on both Android and iOS platforms.
What languages are spoken at Edward Jones - Financial Advisor: Jade Berniard, CFP®?
Services are provided in English.
What nearby places could I visit before or after my appointment at Edward Jones?
You can visit the Gray Matter Museum art gallery, enjoy a meal or bakery goods at Savanara, or relax at OrangeTwist Newport Beach medical spa nearby.
Are there other financial service providers near Edward Jones - Financial Advisor: Jade Berniard, CFP®?
Yes, nearby financial services include Podium Financial Group and The Norton Group, which might be additional resources for financial advice.
Is there convenient access to wellness or fitness centers near the Edward Jones office?
Yes, Basi Pilates studio is nearby for Pilates and active life activities, and Concierge Podiatry & Spa Newport Beach offers medical spa services.