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: Jeremy Urquhart, CFP®
311 Darling Avenue, South Portland, ME
04106, United States
Hours
Reviews
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- JMJason MatuskaSep 10, 20251.0My experience with Edward Jones and specifically advisor Jeremy Urquhart has been extremely disappointing. Over time, I have had to call and email multiple times just to get responses to basic questions, which is not what anyone should expect from a financial advisor. Most recently, Jeremy chose to end our professional relationship not because of performance or financial matters, but because, in his own words, our “values don’t seem to align.” He wrote to me stating: “I am not the right person to find you a new firm, as our values don’t seem to align and I do not know of any firms who do. I am, however, going to formally end our professional relationship here. What this means is that we will not accept trade orders, with the exception of liquidations and distribution requests. I am also requesting that you make a reasonable effort to find a new firm in a timely manner. If you are not able to do so, I will be happy to liquidate your accounts and transfer the funds to you directly.” This is completely unacceptable behavior from a financial advisor. Rather than focusing on his fiduciary responsibility to act in my best interests, he injected his personal ideology into the relationship and essentially threatened to cut off service if I did not find another firm quickly. That is not professional, ethical, or client-centered conduct. Financial advisors should provide guidance, responsiveness, and respect, not judgment or personal bias. Based on my experience, I cannot recommend working with Jeremy Urquhart or Edward Jones. I will be moving my accounts elsewhere immediately.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeremy Urquhart, CFP®
What financial services does Edward Jones - Financial Advisor: Jeremy Urquhart, CFP® 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: Jeremy Urquhart, CFP® located?
The office is located at 311 Darling Avenue, Suite 46, Atlantic Place, South Portland, ME 04106, USA.
What are the business hours for Edward Jones - Financial Advisor: Jeremy Urquhart, CFP®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jeremy Urquhart, CFP®?
You can contact Jeremy Urquhart via phone at +1 207-253-5444 or email at jeremy.urquhart@edwardjones.com.
Is there an online way to schedule a consultation with Jeremy Urquhart?
Yes, you can make an appointment through the online contact form at https://www.edwardjones.com/us-en/financial-advisor/jeremy-urquhart/contact/.
Are there any Edward Jones offices near Jeremy Urquhart's location?
Yes, there are nearby Edward Jones financial advisors including Sherry C Morrison and Bryce Kronk located near this office.
What nearby healthcare facilities are close to Edward Jones - Financial Advisor: Jeremy Urquhart, CFP®?
Nearby healthcare facilities include Spring Harbor Hospital, Beacon Hospicean Amedisys Company, UMHS Portland Maine, Amedisys, and MaineHealth Behavioral Health, which could be convenient for clients seeking financial advice alongside healthcare needs.
What local services related to home health care are near Edward Jones - Financial Advisor: Jeremy Urquhart, CFP®?
Nearby home health care services include CenterWell Home Health, Interim HealthCare, Amedisys Palliative Care, Beacon Hospice Care, and Elara Caring, which may be useful contacts for clients in need of medical home care assistance.
Where can clients find computer coaching or professional services near the office?
Nearby options for computer coaching and professional services include Vtec and VTEC Training, which can support clients looking to improve their computer skills or professional development.
Does Edward Jones - Financial Advisor: Jeremy Urquhart offer any online tools for retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator available online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients plan for retirement.