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Frequently Asked Questions About Edward Jones - Financial Advisor: Jake Wood
Who is Jake Wood at Edward Jones?
Jake Wood is a financial advisor at Edward Jones offering personal investment support.
What services does Edward Jones - Financial Advisor: Jake Wood provide?
Services include financial advising, investment management, stock brokerage, and investment funds.
How can I schedule an appointment with Jake Wood?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/jake-wood/contact/.
What are some specialties of Jake Wood as a financial advisor?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Jake Wood located?
The office is located at 1300 Connecticut Ave NW, Suite 550, Washington, DC 20036, USA.
How can I contact Jake Wood via email or phone?
You can email Jake Wood at jake.wood@edwardjones.com or call +1 202-223-1179.
What apps are available for accessing Edward Jones services on mobile devices?
Edward Jones offers an Android app and an iOS app, available on Google Play and the Apple App Store respectively.
Which nearby dining options are available close to Edward Jones - Financial Advisor: Jake Wood?
Nearby dining options include Chipotle Mexican Grill, Moby Dick House of Kabob, and Starbucks, perfect for grabbing a meal before or after your appointment.
Are there any nearby financial institutions close to Edward Jones’ office?
Yes, Wells Fargo Advisors and a Wells Fargo ATM are located nearby, providing additional financial services in the area.
What are some nearby amenities around 1300 Connecticut Ave NW that clients can visit?
Clients can visit various nearby amenities such as Service Point USA for printing, Jenni Bick Custom Journals for gifts, and SP Plus Parking for convenient parking.