Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jonathan Morton, CFP®
11420 N Ventura Ave 104, Ojai, CA
93023, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- BMBrooke McAllisterDec 14, 20255.0Jonathan’s guidance in working with my family’s investments is exemplary. The peace of mind he provides and his professional tact and discernment are a true gift.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan Morton, CFP®
What services does Edward Jones - Financial Advisor: Jonathan Morton, CFP® offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jonathan Morton, CFP® located?
The office is located at 11420 N Ventura Ave 104, Ojai, CA 93023, USA.
What are the business hours for Edward Jones - Financial Advisor: Jonathan Morton, CFP®?
They are open Monday to Thursday from 8:00 AM to 4:30 PM and Friday from 8:00 AM to 4:00 PM. The office is closed on Saturdays and Sundays.
How can I schedule an appointment with Jonathan Morton?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-morton/contact/.
What languages are spoken by the financial advisor's office?
English is spoken at the Edward Jones office.
Which nearby places can I visit for a healthy activity before or after my appointment?
You can visit 33 Hot Yoga or Carapace Dance and Arts Center for yoga and dance classes nearby.
Are there nearby dining options close to Edward Jones in Ojai?
Yes, nearby dining options include Mira Monte Fresh Grill, Los Comales Fresh Grill, Mandala Restaurant, Ojai-O Japanese Restaurant, Domino's Pizza, Subway, Taco Bell, and McDonald's.
Where can I find convenient stores or gas stations near the Edward Jones office?
Circle K is a nearby convenience store and gas station located close to Edward Jones in Ojai.
Does Edward Jones - Financial Advisor: Jonathan Morton, CFP® have an app for clients?
Yes, the Edward Jones app is available for both Android (https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en) and iOS (https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818) devices.
How can I contact Jonathan Morton via email or phone?
You can email Jonathan Morton at jonathan.morton@edwardjones.com or call locally at +1 704-847-0100 or the main line at +1 805-272-0721.