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
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Edward Jones - Financial Advisor: James Senior, CFP®|ChFC®|CEPA®
If you're looking for great financial advice from a reputable company but prefer the more one-on-one interaction of a smaller firm, then you will be set here. Jim and his office manager run an excellent business. I love the personalized attention and ability to be flexible. There is no pressure there is no pressure to buy stocks or invest in anything specific. I highly recommend investing here. You can do this with as little money as you want which a lot of other companies won't allow.
KZ
Karolin Zekhtser
May 13, 2019
5.0
My husband and I met James for a consultation. We left very happy with the information he provided. Looking forward to working with him.
Frequently Asked Questions About Edward Jones - Financial Advisor: James Senior, CFP®|ChFC®|CEPA®
What financial services does Edward Jones - Financial Advisor: James Senior offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services.
What are the regular business hours for Edward Jones - Financial Advisor: James Senior?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: James Senior located?
The office is located at 3471 N Federal Hwy, Ste 601, Ft Lauderdale, FL 33306, USA.
How can I contact Edward Jones - Financial Advisor: James Senior?
You can contact them by phone at +1 954-565-5882 or by email at james.senior@edwardjones.com.
Is it possible to schedule an appointment online with James Senior at Edward Jones?
Yes, appointments can be scheduled online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/james-senior/contact/
Does Edward Jones - Financial Advisor: James Senior offer any online tools for retirement planning?
Yes, they feature a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Can I download the Edward Jones mobile app to manage my investments?
Yes, Edward Jones' mobile app is available for download on Android and iOS devices.
Are there dining options near Edward Jones - Financial Advisor in Ft Lauderdale?
Yes, there are several nearby restaurants including Cafe Italia Fort Lauderdale Italian Restaurant, Di Valle’s Cucina Italiana & Wine Bar, Kyojin Buffet, Maison Du Crab, The Simple Wine, Cafe Italia, La Cucina Veneziana, and Nabu American Fusion Buffet & Sushi.
What healthcare facilities are near Edward Jones' office?
Nearby healthcare facilities include South Florida ENT Associates, Neurobehavioral Health Institute Inc, Healthcare Performance Companies, South Florida Acupuncture, Infinite Youth Medical, Thomas Christian M PA, Sam Sajoo, DDS, Better Living Chiropractic, and Sajoo Smiles.
Are there mortgage lenders near Edward Jones - Financial Advisor: James Senior?
Yes, Brittany Moore-Moore Lending Group and Tyler Moore-Moore Lending Group are nearby mortgage lenders you might consider.