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.
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Edward Jones - Financial Advisor: James Jacobson, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: James Jacobson, CFP®
What types of financial services does Edward Jones - Financial Advisor: James Jacobson offer?
James Jacobson provides Financial Advising, Investment Management, Investment Funds, and Stock Brokerage services.
What are the specialties of the financial advisor James Jacobson at Edward Jones?
Specialties include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
Where is Edward Jones - Financial Advisor: James Jacobson located?
The office is located at 2751 W 120th Avenue, Suite 100, Westminster, CO 80234, USA.
How can I schedule an appointment with James Jacobson?
You can schedule an appointment online through their reservation page: https://www.edwardjones.com/us-en/financial-advisor/james-jacobson/contact/
What are the office hours for Edward Jones - Financial Advisor: James Jacobson?
The office is open by appointment only on Saturdays; other hours can be scheduled as needed.
How can I get in touch with James Jacobson at Edward Jones?
You can contact him by phone at +1 303-530-3261 or by email at james.jacobson@edwardjones.com.
Is there an app to manage my investments with Edward Jones?
Yes, Edward Jones offers apps for both Android and iOS devices for convenient financial management.
Are there other financial advisors near Edward Jones - Financial Advisor: James Jacobson?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Jamie E Nelson and Edward Jones - Financial Advisor: Dana L Wozniak, CFP®.
What nearby healthcare services are available around Edward Jones - Financial Advisor: James Jacobson?
Nearby healthcare services include Masso Medical Massage And Bodywork, Cailey Halloran Acupuncture, and Allied Healthcare which offer massage therapy, acupuncture, and chiropractic care.
What other amenities can I find near Edward Jones - Financial Advisor: James Jacobson for wellness and beauty?
You can visit nearby salons and spas such as Hair by Julie LLC, Sacred Hair Salon, Kimmi Nailed It, and Perfect Harmony for hair care, nail services, and skin care treatments.