Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Jake H Rosen, CFP®
5950 Canoga Ave, Woodland Hills, CA
91367, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jake H Rosen, CFP®
What financial services does Edward Jones - Financial Advisor: Jake H Rosen, CFP® offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Jake H Rosen, CFP® located?
The office is located at 5950 Canoga Ave, Suite 415, Woodland Hills, CA 91367, USA.
How can I contact Jake H Rosen for financial advice?
You can call the main phone number at +1 818-349-8009 or email at jake.rosen@edwardjones.com.
How do I schedule an appointment with Jake H Rosen at Edward Jones?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jake-rosen/contact/
Which types of retirement and investment plans are specialists offered by Jake H Rosen?
They specialize in 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
What languages are spoken at this Edward Jones financial advisory office?
Services are offered in English.
Is the Edward Jones office in Woodland Hills currently open?
Yes, the business is currently open and not closed.
Are there any financial service competitors near Edward Jones - Financial Advisor: Jake H Rosen, CFP®?
Nearby financial services competitors include Canyon Oak Financial, Ardalan & Associates, PLC, Vantage, and Marshall And Associates.
Which dining or recreational places are near Edward Jones in Woodland Hills for clients who want to relax before or after meetings?
Clients can visit the Little Red Feather Racing, a nearby race track and attraction, or enjoy some exercise at the All-Star Basketball Academy nearby.
Are there any legal services near Edward Jones - Financial Advisor: Jake H Rosen for clients needing related assistance?
Yes, nearby legal services include Brenner Law, Laura W Adell Law Offices, CunninghamLegal (Woodland Hills), Shapero & Shapero Law Offices, Mandell Trial Lawyers, and Havkin & Shrago.