Edward Jones - Financial Advisor: Jason M Lavely, CFP®|CEPA®|AAMS®

3.7
3 reviews
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Business Details

3007 Clairemont Dr, San Diego, CA
92117, United States
(619) 276-9035
https://www.edwardjones.com/us-en/financial-advisor/jason-lavely
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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 M Lavely, CFP®|CEPA®|AAMS®
3007 Clairemont Dr, San Diego, CA
92117, United States

Hours

Reviews

3.7
3 reviews
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  • RM
    Ross Martin
    Nov 6, 2024
    5.0
    Jason and Liz are a fantastic team with an incredible attention to detail and a well developed interpersonal communication style. You feel seen and heard with them and they go to lengths to ensure you understand the strategies and tools they offer and how they take your needs and wants and chart them into a approachable plan for your goals.
  • MW
    Mark Warren
    Oct 14, 2024
    1.0
    I called this office seeking an appointment with a financial advisor to make some decisions on what to do with my money. However, I was met with the receptionist who basically said to me I had to more or less pre-qualify so the financial advisor could decide if I was worth his time or not. Unbelievable. I can't believe that I had to basically pre-qualify to have the financial advisor decide whether or not I was worth his time to meet with or not. After all, it is my money and I can decide who when and how I want to divulge how much I have and what I want to do with it. I want help with that and that is why I sought out to meet with him. Needless to say that was impossible I would suggest you no longer or don't try to contact this office.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jason M Lavely, CFP®|CEPA®|AAMS®

What are the main services offered by Edward Jones - Financial Advisor: Jason M Lavely?

They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.

What are the regular business hours for Edward Jones - Financial Advisor: Jason M Lavely?

The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. It is closed on Sundays and Saturdays except by appointment.