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: Jake Sutton, CFP®|AAMS®
2550 5th Ave, San Diego, CA
92103, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS® offer?
The advisor provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS® located?
It is located at 2550 5th Ave, Ste 65, San Diego, CA 92103, United States.
What are the office hours for Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS®?
The office is open Monday through Friday from 7:00 AM to 4:00 PM and is closed on weekends.
How can I contact Jake Sutton, the financial advisor, by phone or email?
You can call the main phone at +1 619-329-9101 or the alternate phone at +1 619-235-4219. Email is jake.sutton@edwardjones.com.
Is there an online appointment booking option for this financial advisor?
Yes, appointments can be made via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jake-sutton/contact/.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported at Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS®?
Services are provided in English.
Are there any nearby coffee shops where I can relax before or after my appointment?
Yes, Talitha Coffee, a coffee shop and cafe, is nearby where you can enjoy coffee or smoothies before or after your visit.
Can I visit any nearby financial or mortgage services if I need additional assistance?
Yes, nearby options include The Lowe Team at Supreme Lending and The Schmidt Team - Making Mortgages Easy for mortgage and financial services.
Are there legal services close to Edward Jones for estate or financial planning assistance?
Nearby law offices like Mazzarella Law APC, Rodriguez Law Offices, and Law Office of Nicole Irmer provide legal services including estate planning and probate.