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: David S Peterson, CFP®
12750 Carmel Ctry Rd, San Diego, CA
92130, United States
Hours
Reviews
4.9
45 reviews
5 stars
43
4 stars
1
3 stars0
2 stars
1
1 star0
- CLConnor LongSep 30, 20225.0David helped me immensely when I changed jobs with an IRA Rollover and help put structure into my financial life. He’s a positive, motivated and intelligent man who leads by example. I would trust him with family, friends and colleagues and highly recommend David to anyone who wants to work with a financial planner with integrity.
- JSJason SmithApr 1, 20215.0I really enjoy the guidance and support David provides. He has suggested specific stocks that were great wins, but also helps put in all in overall perspective. He and his office are in touch on a regular schedule. He does what he says he will and is very easy to work with. I would definitely recommend working with David and his team.
- JVjanell vesciJul 28, 20195.0Appreciate David so very much. He has been so kind & patient with me as we maneuver through this process. I recommend him for all ages & types of investment strategies.
- CSCody SmithJul 28, 20195.0I can’t say enough good things about David. From day one, he has taken a serious interest in the success of my investments with him. He’s always made sure to share all available options with me and keep me up-to-date on the health of my investments. David also likes to connect on a personal level and make sure you feel like a friend, not just another number. I encourage you to contact David and see for yourself.
Frequently Asked Questions About Edward Jones - Financial Advisor: David S Peterson, CFP®
What services does Edward Jones - Financial Advisor: David S Peterson, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: David S Peterson, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David S Peterson, CFP®?
You can contact them by phone at +1 858-758-3188 or by email at david.peterson@edwardjones.com.
Where is Edward Jones - Financial Advisor: David S Peterson, CFP® located?
The office is located at 12750 Carmel Country Road, Suite 208, San Diego, CA 92130, USA.
Is it possible to schedule a consultation with David S Peterson online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/david-peterson/contact/.
What languages are spoken by Edward Jones - Financial Advisor: David S Peterson, CFP®?
They provide services in English.
Which competitors operate in the same financial advisory space as Edward Jones - Financial Advisor: David S Peterson, CFP®?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there any nearby dining options if I visit Edward Jones at Carmel Country Road?
Yes, nearby dining options include Ming Court Restaurant, a Chinese restaurant, and Katana Sushi, a Japanese restaurant, perfect for a meal before or after your visit.
What other services and shops are close to Edward Jones for convenience?
Close by are Carmel Liquor Deli, Del Mar Floral & Gifts, and Carmel Country Plaza shopping center, which offer convenient access to groceries, gifts, and shopping while visiting.
Are there any health or wellness facilities near Edward Jones - Financial Advisor: David S Peterson, CFP®?
Yes, nearby health services include Carmel Heights Dentistry, Schaffer Dental Excellence, Results Chiropractic, and Acupuncture & Oriental Medicine for your dental and wellness needs.