Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: James W Roberson III
141 Mack Bayou Loop, Santa Rosa Beach, FL
32459, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star0
- SMScott MartineauApr 23, 20255.0James has been my advisor for many years now. His process is sound and his guidance has worked wonderfully for me and my family. His build from the ground up mentality and long term approach to investing is the right fit for me. It’s proven to be effective in both up and down markets. With James’ advice we just keep winning! Big thanks JR !
- DMDion MonizApr 23, 20255.0I have used James for about ten years and completely trust him with managing my investments. He is great about keeping me updated on my portfolio and any recommended strategy changes, plus we have an annual comprehensive meeting to see how I’m tracking towards retirement and what adjustments, if any, need to be made. I can’t recommend him enough!
- DRDenis RichardDec 1, 20175.0"James, thank you for your great financial coaching today. I think that we made some important progress towards understanding the mechanics of our retirement plan.This will definitely help us reach our goals more efficiently." This is what my wife and I just sent to James Roberson, who is an exceptional individual. Trusting someone with your life savings is no light decision and James has never disappointed us in the five + years he has been our financial advisor.He has taken all the time and skills needed to bring us out of the dangerous ignorance we were on the subject of retirement.
- ESElisa SharpeJun 30, 20165.0James is very patient with someone that knows about stocks and is not very good with finances. He offers good suggestions but also listens to me and my needs. I would suggest James and Edward jones to anyone wanting a good support system when investing
Frequently Asked Questions About Edward Jones - Financial Advisor: James W Roberson III
What services does Edward Jones - Financial Advisor: James W Roberson III offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored to individual client goals.
Where is Edward Jones - Financial Advisor: James W Roberson III located?
The office is located at 141 Mack Bayou Loop, Suite 302, Santa Rosa Beach, FL 32459, United States.
What are the business hours of Edward Jones - Financial Advisor: James W Roberson III?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact James W Roberson III at Edward Jones?
You can contact James W Roberson III by phone at +1 850-622-1009 or via email at james.roberson@edwardjones.com.
Is it possible to schedule a consultation online with Edward Jones - Financial Advisor: James W Roberson III?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/james-roberson/contact/.
In which language does Edward Jones - Financial Advisor: James W Roberson III provide services?
Services are provided in English.
Are there mobile applications available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to assist clients with their financial needs.
What nearby medical facilities are close to Edward Jones - Financial Advisor: James W Roberson III?
Nearby medical facilities include Destin Hearing Associates, HearingLife of Santa Rosa Beach FL, and Dunn Diabetes & Wellness Center, which may be convenient for clients attending financial consultations.
What nearby health and therapy services can clients visit before or after consulting at Edward Jones?
Clients can visit nearby services such as JoyFeel Therapy, 30A Therapy Associates, and Emerald Coast Therapeutics for counseling and mental health support in the Santa Rosa Beach area.
Are there any nearby pharmacies close to Edward Jones - Financial Advisor: James W Roberson III?
Yes, Mack Bayou Pharmacy is located nearby, making it convenient for clients who might need pharmacy services during their visit.