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: Jason K Somrak, ChFC®|CEPA®
26161 Marguerite Pkwy, Mission Viejo, CA
92692, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason K Somrak, ChFC®|CEPA®
What services does Edward Jones - Financial Advisor: Jason K Somrak offer?
This Edward Jones office offers personalized investment services including retirement planning, education savings, stock and bond brokerage, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Jason K Somrak located?
The office is located at 26161 Marguerite Pkwy, Suite D, Mission Viejo, CA 92692.
What are the regular business hours for Edward Jones - Financial Advisor: Jason K Somrak?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays and Saturdays by appointment only.
How can I make an appointment with Jason K Somrak?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-somrak/contact/ or by calling +1 949-367-6605.
Is there a mobile app available to manage my investments with Edward Jones?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms for account management and investment tracking.
How can I contact Edward Jones - Financial Advisor: Jason K Somrak via email?
You can reach Jason K Somrak via email at jason.somrak@edwardjones.com.
What languages are supported at Edward Jones - Financial Advisor: Jason K Somrak?
Services are provided in English.
Which nearby financial advisors are close to Edward Jones - Financial Advisor: Jason K Somrak?
Nearby financial advisors include Nicholas Ciuffetelli, Art Felix (Ameriprise Financial Services), and Stephen McGuirk (Ameriprise Financial Services). This makes it convenient to compare services or get referrals in the area.
What nearby medical and wellness services are located close to Edward Jones - Financial Advisor: Jason K Somrak?
Patients can find nearby services such as Ladera Acupuncture Clinic, Coastal Naturopathic Wellness, Mission Pain and Spine Institute, and several counseling and mental health providers like Dr. Laura Adams and Lindsay Golden, M.S. LMFT.
Are there any convenient real estate or mortgage services near Edward Jones - Financial Advisor: Jason K Somrak?
Nearby real estate and mortgage services include Team Rogalla - RE Home Source and JTM Financial, which provide real estate brokerage and mortgage loan services respectively, useful if you are planning financial investments related to property.