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: Jason York, AAMS®
14595 Philips Hwy, Jacksonville, FL
32256, United States
Hours
Reviews
5.0
21 reviews
5 stars
21
4 stars0
3 stars0
2 stars0
1 star0
- AGaustin grahamNov 4, 20255.0Selflessly, this office helped me out when I was in a pinch. Thanks for the prompt and professional service. I sure appreciate it.
- TFTimothy ForsterJul 30, 20235.0I have been putting my trust in Jason for a few years now. He is passionate about his work and seeing his clients succeed. Jason is professional and considerate and makes sure you understand your options. He is very responsive to my requests, even the ones that happen after regular hours. His advice and foresight have helped my portfolio grow even when the market was down. I cannot recommend him enough.
- NLnathan lamonicaMay 29, 20235.0Jason is very friendly, funny and professional. Hes able to answer all my questions and understands my goals and is helping me get there. Glad i chose him.
- MFMarissa FarleyFeb 2, 20235.0Jason does a great job of gathering all of your information and giving you relevant advice. I happen to be in a similar life cycle from him and he even had the added touch of "this is what I do and why" which I appreciate. He also adds "this is why you might want to handle it differently" so that you can make your own decisions. I rolled over two 401ks and all I had to do was give them permission to talk to him then he handled the entire process for me and stayed on top of it. It was nice to not have to worry about saying the right thing to the 401k company or track where checks were, etc. He also stays on top of your money with timely updates. I am probably the worst kind of client as I do not make my finances my priority. Jason is wonderful about sending reminders of when we should talk without being annoying, they are perfectly spaced and I never feel like the burden that I imagine I am. I highly recommend Jason for someone who wants to be involved as well as someone who wants to not have to worry about their money. He is great in both directions.
- IBIan BrookeOct 15, 20215.0Jason was very helpful to my wife and I when discussing our finances. We ourselves were not very knowledgeable when it came to the hows and whys to investments and how we can best manage our money, but Jason had all the answers and was able to discuss our options in a way that was easy to understand. I would deffinitely recommend Jason to anyone who is investing into their financial future for the first time.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason York, AAMS®
What services does Edward Jones - Financial Advisor: Jason York, AAMS® provide?
They offer personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Jason York, AAMS®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Jason York at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-york/contact/.
Where is Edward Jones - Financial Advisor: Jason York, AAMS® located?
The office is located at 14595 Philips Hwy, Ste 103, Jacksonville, FL 32256, USA.
What languages are spoken at Edward Jones - Financial Advisor: Jason York, AAMS®?
English is the primary language spoken at the office.
Does Edward Jones offer any digital tools to help plan for retirement?
Yes, they feature a retirement savings calculator available online to help with retirement planning.
What are some nearby financial services that complement Edward Jones' offerings?
Nearby financial services include other Edward Jones offices, Golden Dog Title and Trust which offers real estate and mortgage broker services, and Jet HomeLoans providing mortgage brokerage and loans.
Are there any nearby gyms or sports venues near Edward Jones that clients might visit?
Yes, Sporting Club Jacksonville, Above Athletic Center, Turtle Cove Swim Academy, and PhysWell Fitness are nearby sports and recreation venues clients might visit before or after their appointments.
What home-related services are available near Edward Jones - Financial Advisor: Jason York?
Nearby you can find Dream Finders Homes for real estate and construction services, Pratt Guys for contractor and appliance store needs, and Property Inspections Plus for home inspection and architectural design.
How can I contact Edward Jones - Financial Advisor: Jason York, AAMS® by phone or email?
You can reach the office by phone at +1 904-648-2949 or email at jason.york@edwardjones.com.