Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: John M Lee, CFP®
4966 El Camino Real, Los Altos, CA
94022, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: John M Lee, CFP®
What services does Edward Jones - Financial Advisor: John M Lee, CFP® offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of John M Lee at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What are the office hours for Edward Jones - Financial Advisor: John M Lee, CFP®?
The office is open Monday to Friday from 9:00 AM to 6:00 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: John M Lee, CFP® located?
They are located at 4966 El Camino Real, Ste 125, Los Altos, CA 94022, USA.
How can I contact John M Lee at Edward Jones?
You can call the main phone at +1 628-313-4933 or email john.m.lee@edwardjones.com.
Is there an app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps for both Android and iOS devices.
What languages are spoken at Edward Jones - Financial Advisor: John M Lee, CFP®?
Services are offered in English.
What nearby places could I visit around Edward Jones in Los Altos?
Nearby places include Playhouse Family and Group Therapy, Oak View Law Group, APC, and Mind Body Moms yoga studio, which you might visit before or after your appointment.
Are there other financial advisors near Edward Jones - John M Lee?
Yes, nearby financial advisory firms include WealthPRIME and Johnson Lyman Wealth Advisors, offering additional options for financial advising and investing in the area.
Can nearby health and wellness services be found close to Edward Jones?
Yes, there are several, such as SavantCare psychiatrist, Mind Body Moms yoga studio, and O'Connor Health Center for weight loss support, which clients may find convenient.