Edward Jones - Financial Advisor: James W Roberson III

5.0
6 reviews
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Business Details

141 Mack Bayou Loop, Santa Rosa Beach, FL
32459, United States
(850) 622-1009
https://www.edwardjones.com/us-en/financial-advisor/james-roberson
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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: James W Roberson III
141 Mack Bayou Loop, Santa Rosa Beach, FL
32459, United States

Hours

Reviews

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  • TT
    Travis Tillman
    Apr 23, 2025
    5.0
    James Roberson is the advisor you should trust when it comes to your finances. He listens and gives great advice on what to do now and for the future. He helps you create a plan to help YOU reach YOUR goals. Watching your money grow is so rewarding and James is the guy that can make that happen!
  • DM
    Dion Moniz
    Apr 23, 2025
    5.0
    I 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!
  • DR
    Denis Richard
    Dec 1, 2017
    5.0
    "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.
  • ES
    Elisa Sharpe
    Jun 30, 2016
    5.0
    James 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
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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.