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: Jerry Newman, AAMS®
9205 Sierra College Boulevard, Granite Bay, CA
95746, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- BKBetty KloosterMay 8, 20235.0Our experience at this Edward Jones office was with Michael Blair. Michael is knowledgeable, patient, and took care of all our needs. He stays on top of things for us so that we can be wise with our money with very little effort on our part. We highly recommend him.
- JCJoy CabealAug 18, 20225.0We knew it was time to think about retirement but didn’t know where to start. After our informative meeting with Mr. Newman, we were given a portfolio that was easy for us to interpret to meet our goals. We retired and are forever thankful for his guidance. Annually he contacts us to evaluate if we are still on track. Our retirement has been blessed with no financial woes thanks to Mr. Newman.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jerry Newman, AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Jerry Newman, AAMS® offer?
The advisor provides services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours of Edward Jones - Financial Advisor: Jerry Newman?
The office is open Monday through Friday from 8:00 AM to 4:00 PM, and closed on Saturdays and Sundays.
Can I make an appointment on Mondays through Fridays?
Yes, the office is open by appointment on Mondays through Fridays in addition to regular hours.
Where is Edward Jones - Financial Advisor: Jerry Newman located?
The office is located at 9205 Sierra College Boulevard, Ste 190, Granite Bay, CA 95746, USA.
How can I contact Jerry Newman at Edward Jones?
You can contact via phone at +1 916-784-1300 or email at jerry.newman@edwardjones.com.
Does Edward Jones - Financial Advisor: Jerry Newman have an online presence?
Yes, you can visit the website at https://www.edwardjones.com/us-en/financial-advisor/jerry-newman and the Facebook page at https://www.facebook.com/272225509622459.
What languages are supported at Edward Jones - Financial Advisor: Jerry Newman?
The office provides services in English.
What nearby dining options are available near Edward Jones - Financial Advisor: Jerry Newman?
Nearby dining options include Sushi Omakase, a Japanese seafood restaurant, La Huaca restaurant, Final Gravity Taproom and Bottleshop for beer and bar services, and NuYo Frozen Yogurt which offers frozen treats and smoothies.
Are there any nearby financial services that complement Edward Jones' offerings?
Yes, nearby financial service providers include another Edward Jones office, Ben Johnston - Loan Officer for mortgage services, and PSG Certified Public Accountants for accounting and financial advising.
What nearby facilities can I visit before or after my financial appointment for wellness or pet care?
Nearby you can visit Koko FitClub Granite Bay, a gym and weight loss center for wellness, and MarQueen Pet Emergency & Specialty or MarQueen Animal Clinic for emergency pet care and veterinary services.