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: Jack Loehr
30 Town Center Pkwy, Santee, CA
92071, United States
Hours
Reviews
3.5
2 reviews
5 stars
1
4 stars0
3 stars0
2 stars
1
1 star0
- ELE LApr 26, 20252.0I don't have an issue with Jack. He is a nice man and over the several years I had an account at EJ, my investment marginally outgrew inflation, so I can't complain. The senior office administrator Rachel Estrada is the primary reason I closed my account. In trying to obtain some simple specific information about my account, she insisted that a certain feature of the online portal was functioning properly, and that I must not be using it correctly. I was, and it absolutely wasn't. Upon closing my account, she assured me the fee would be $95. It wasn't, it was considerably more. I was guaranteed I'd be sent documents that never arrived and told I'd be called back when I never was. Now that I'm trying to untangle the bizarre way in which the additional fees were applied, I'm being completely ignored. If you need to have your money at EJ for some reason, pick an office with an honest and capable administrator.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jack Loehr
What types of financial services does Edward Jones - Financial Advisor: Jack Loehr offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Jack Loehr?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays, with Saturday available by appointment only.
Where is Edward Jones - Financial Advisor: Jack Loehr located?
The office is located at 30 Town Center Parkway, Suite B, Santee, CA 92071, United States.
How can I contact Edward Jones - Financial Advisor: Jack Loehr?
You can contact the office by phone at +1 858-514-8876 or +1 619-448-1007, or email jack.loehr@edwardjones.com.
Is it possible to schedule an appointment online with Jack Loehr?
Yes, appointments can be scheduled online via the reservation page at https://www.edwardjones.com/us-en/financial-advisor/jack-loehr/contact/.
Are there mobile apps available for Edward Jones customers?
Yes, Edward Jones offers mobile apps for both Android and iOS devices, available on Google Play and the Apple App Store.
What languages does Edward Jones - Financial Advisor: Jack Loehr support?
Services are provided in English.
Are there any nearby places to visit when visiting Edward Jones in Santee?
Nearby you can visit Cookies by Design for treats, Pho Ca Dao Restaurant for Vietnamese cuisine, and Pedego Electric Bikes Santee for bike rentals and sporting goods.
How can nearby banks help when visiting Edward Jones - Financial Advisor: Jack Loehr?
Nearby banks like Banc of California and Chase Mortgage provide convenient banking and mortgage services you may need in conjunction with investment advice from Edward Jones.
What options are there for vehicle or phone repair near Edward Jones in Santee?
For repairs, you can visit uBreakiFix for phone and appliance repairs or Meineke Car Care Center and Tire Choice Auto Service Centers for automotive services nearby.