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.
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Edward Jones - Financial Advisor: Jason Jiang, CEPA®|AAMS®|CRPC™|CRPS™
Very Professional and reliable. Jason is always there to answer questions for my employees and myself, and also takes time to explain things
PS
Patrick S
Oct 2, 2019
5.0
Jason is one of the hardest workers I know. Very knowledgeable in what he does and definitely knows how to save both me and my company money on both taxes and fees.
RA
Robert Anthony
Nov 7, 2018
5.0
A couple weeks ago, I recommended Jason to a family friend of mine - a business owner that needed assistance with both his company’s payroll system and retirement plan. This past weekend, my family friend let me know how great of a job Jason had done for him. He told me that Jason brought in another payroll company and 401k service provider to meet with them and how great/ informed he felt after that meeting. Jason and his team figured out what was important to my family friend’s company and made sure that they found a solution to their problem. He also let me know how quickly Jason responds!! As an accountant that also works with business owners, I highly recommend Jason to any business owner that needs help on their retirement 401k plan or on finding payroll solutions for their company..
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason Jiang, CEPA®|AAMS®|CRPC™|CRPS™
What services does Edward Jones - Financial Advisor: Jason Jiang provide?
Edward Jones - Financial Advisor: Jason Jiang offers personalized investment services including retirement planning, education savings, tax-efficient strategies, and stocks & bonds investment.
Where is Edward Jones - Financial Advisor: Jason Jiang located?
The office is located at 18200 Von Karman Ave, Suite 560, Irvine, CA 92612, USA.
What are the office hours for Edward Jones - Financial Advisor: Jason Jiang?
The office is open from 8:00 AM to 5:00 PM Monday through Friday, and closed on weekends.
How can I contact Jason Jiang at Edward Jones?
You can reach Jason Jiang by phone at +1 949-752-7223 or by email at jason.jiang@edwardjones.com.
Is it possible to schedule a consultation with Edward Jones - Financial Advisor: Jason Jiang online?
Yes, you can make an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-jiang/contact/.
Does Edward Jones - Financial Advisor: Jason Jiang offer tools to help with retirement planning?
Yes, they provide a retirement savings calculator available online to help you prepare for your future.
What languages are spoken by the financial advisor team at Edward Jones - Jason Jiang?
The team speaks English.
Which nearby financial services might complement a visit to Edward Jones - Financial Advisor: Jason Jiang?
Nearby financial services include Plaza Bank and Pathway Lenders which may provide banking and lending solutions to support your financial planning needs.
Are there any employment agencies located near Edward Jones - Financial Advisor: Jason Jiang?
Yes, several employment agencies are nearby such as Sapphire Technologies, The Irvine Company, Robert Half, The Creative Group, and OfficeTeam, which might be useful if you're exploring career opportunities.
What nearby places can I visit for a quick break or refreshments when visiting Edward Jones - Financial Advisor: Jason Jiang?
Protein Milkshake Bar is nearby, offering health food and smoothie options, ideal for a refreshing break during your visit.