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: Jonas A Roddenberry, CFP®
311 Lytle Ave, New Smyrna Beach, FL
32168, United States
Reviews
5.0
14 reviews
5 stars
14
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3 stars0
2 stars0
1 star0
- AMAnne MlodAug 6, 20255.0Jonas Roddenberry is not only a financial advisor, but a Certified Financial Planner (CFP). He has helped us transition to retirement, navigating Medicare, Social Security, and taking IRA distributions. We appreciate his comprehensive approach which looks both short term and long term. He is professional, listens, and explains things so we can understand them. Jonas also lives locally and he and his family are active in the community. We highly recommend Jonas!!
- JSJeff SalmJun 10, 20255.0We've had a great experience working with Jonas and his team. He's extremely knowledgeable and takes the time to explain things clearly. What really stands out is how consistent he is with communication. Jonas always keeping us up to date and checking in. It's clear he genuinely cares about our financial goals and makes sure we're always on track. Highly recommend!
- PMPamela MillerMay 1, 20245.0After being with another Financial Advisor for a year and a half my husband and I decided we needed a change. We truly liked our previous advisor but felt we were not getting the guidance that we needed. I had seen several positive comments on Jonas on local Facebook groups. Once we had our second meeting with Jonas we knew that his expertise and guidance were exactly what we were looking for. I highly recommend him for those exact reasons.
- DHdoug hanksJan 19, 20245.0Jonas has proven to be an important partner for my financial needs. He has a genuine nature and wants to understand the needs of each client.He brings insights that I know, will add significant value to my future , over the long term.
- NMNancy MorganSep 10, 20215.0Jonas Roddenberry took time with us to understand our goals and our values before giving us his financial advice. We appreciate the fact that he is a family man and supports his community.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonas A Roddenberry, CFP®
What kind of financial services does Edward Jones offer with Jonas A Roddenberry?
Edward Jones, with financial advisor Jonas A Roddenberry, offers personalized investment services including retirement planning, education savings, tax-efficient investments, and face-to-face tailored financial advice.
Where is the Edward Jones office of Jonas A Roddenberry located?
The office is located at 311 Lytle Ave, New Smyrna Beach, FL 32168, United States.
How can I contact Jonas A Roddenberry for financial advising?
You can contact Jonas A Roddenberry by phone at +1 386-428-6028 or via email at jonas.roddenberry@edwardjones.com.
Does Edward Jones offer any online resources to help with retirement planning?
Yes, Edward Jones provides a Retirement Savings Calculator available on their website to help clients plan for retirement.
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones has mobile apps available for both Android and iOS devices for convenient access to financial services.
Which languages are supported by Jonas A Roddenberry’s Edward Jones office?
The primary language supported is English.
How can I book an appointment with Jonas A Roddenberry for financial advice?
Appointments can be reserved online through Edward Jones' contact page for Jonas A Roddenberry.
What nearby real estate agents can clients of Edward Jones find in New Smyrna Beach?
Nearby real estate agents include NSB Homes Luxury Group, Amanda Rodriguez, Realtor, Cathy Wilson - Realtor, Jennifer Napier, Realtor, and Local Living Realty Group.
What are some local mortgage lenders near Edward Jones in New Smyrna Beach?
Nearby mortgage lenders include Lori Young at CrossCountry Mortgage and CrossCountry Mortgage - New Smyrna, as well as HMA Mortgage.
Are there any attractions or notable places near the Edward Jones office in New Smyrna Beach?
Yes, the Sheldon House Historical Site is a nearby landmark and attraction that visitors might want to explore before or after their appointment.