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: Jessica L Leveroos, CFP®
13923 Mono Way, Sonora, CA
95370, United States
Hours
Reviews
5.0
1 reviews
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- RHRoss HollingerJul 22, 20245.0We have used Jessi for many years and she has always been a great advisor. We moved all our money to EJ through Jessie and we have done very well. Through sound judgement Jessie placed or money in areas that kept us in good shape through the 2008 fiasco and the current inflationary period. We left California and have continued our relationship via periodic Zoom meetings and phone calls.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jessica L Leveroos, CFP®
What are the main services provided by Edward Jones - Financial Advisor: Jessica L Leveroos, CFP®?
The advisor provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Jessica L Leveroos, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Jessica L Leveroos located?
The office is located at 13923 Mono Way, Sonora, CA 95370, USA.
How can I contact Jessica L Leveroos at Edward Jones?
You can contact her by phone at +1 209-532-3830 or email at jessica.leveroos@edwardjones.com.
Is there an app available to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on both iOS and Android platforms to help you manage your investments.
How can I make an appointment with Jessica L Leveroos?
Appointments can be made through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/jessica-leveroos/contact/.
What nearby fitness options are available near Edward Jones in Sonora?
JL Forged Fitness LLC is a nearby gym where clients can work out before or after a financial consultation.
Are there any nearby dental services around Edward Jones in Sonora?
Yes, there are several dental offices nearby including Paul Berger DDS, Sierra Orthodontics, Sonora Dentist, and MACT Dental Clinic for your dental care needs.
What entertainment options are near Edward Jones in Sonora?
Sierra Repertory Theatre is a nearby community theatre offering performances and events that clients might enjoy before or after visiting.
Can I visit any nearby shops or services after my appointment at Edward Jones?
Yes, nearby places include Sonora Vision Center Optometry for eyewear, Sonora Cyclery for bike rentals, and Diamond Concepts jewelry store for accessories.