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: Robert J Davison, AAMS®
205 E Washington St, Monticello, FL
32344, United States
Hours
Reviews
3.0
2 reviews
5 stars
1
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1 star
1
- JTJen TylerFeb 26, 20241.0Moved my 401k to an IRA with Edward Jones office when I changed jobs. Wanted help managing the money, which I do not have experience doing. My old job had a firm that helped me manage the 401k and I did really well with them. A couple years later and I have barely heard from anyone at Edward Jones, other than to send me their newsletters. I finally called them and had them sell one of the terrible funds they had me in and bought some Google and Amazon stock. Even with all the loss, they never called me or checked to see if they could help me minimize the loss. Very sad & disappointing. About the only gain I've had has been the stock I told them to buy. I recently moved the IRA to Morgan Stanley, along with other money i didnt have with E Jones. The svc has been GREAT and they have been meeting with me and calling me regularly to help me select a better path toward financial security. Much better experience, much better service. I'm already starting to make money with their help. Would not recommend Edward Jones at all.
- PEPlaya EntertainmentAug 13, 20205.0Being thankful I could invest maybe one day.....
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert J Davison, AAMS®
What investment services does Edward Jones - Financial Advisor: Robert J Davison offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Robert J Davison located?
The office is located at 205 E Washington St, Monticello, FL 32344, USA.
What are the business hours for Edward Jones - Financial Advisor: Robert J Davison?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Robert J Davison at Edward Jones?
You can reach Robert J Davison by phone at +1 850-997-2572 or email at robert.davison@edwardjones.com.
Is it possible to schedule an appointment online with Edward Jones - Financial Advisor: Robert J Davison?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/robert-davison/contact/.
What language is spoken by the staff at Edward Jones - Financial Advisor: Robert J Davison?
The staff communicates in English.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby places include Tupelo's Bakery & Cafe and Rev Cafe restaurant, great spots for breakfast or lunch around your visit.
Are there financial services near Edward Jones - Financial Advisor: Robert J Davison?
Yes, neighboring financial services include Simpkins Financial Group and Genworth Financial for additional financial advising and services.
Which retail shops are close to Edward Jones - Financial Advisor: Robert J Davison?
Nearby retail shops include Cotton & Quail Antique Trail and Unboxd for clothing and fashion accessories.
What is the official website and social media presence for Edward Jones - Financial Advisor: Robert J Davison?
The website is https://www.edwardjones.com/us-en/financial-advisor/robert-davison and their Twitter handle is @EdwardJones. They also have a Facebook page at https://www.facebook.com/1433674906850424.