Edward Jones - Financial Advisor: Jake Perron, CEPA®|AAMS®|CRPC™
5.07 reviews
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: Jake Perron, CEPA®|AAMS®|CRPC™
4640 Nicols Rd, Eagan, MN
55122, United States
Hours
Reviews
5.0
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- DMDana McWilliamAug 20, 20195.0Jake is wonderful to work with! He is knowledgeable, honest and professional. He sat down with me and my husband and explained everything to us in terms we would understand and answered all of our questions thoroughly (and we had tons of questions too). It's helpful knowing our money is being taken care of by someone we trust. I would highly recommend Jake!
- CVCathy VerhageAug 14, 20195.0It is a privilege to write a recommendation for Jake Perron at Edward Jones. While I haven’t personally invested with Jake, because I have a family member that handles that for me, I can wholeheartedly stand behind Jake as a man, a professional and a family man. Jake has two very key traits I would look for in a Financial Planner. I trust him implicitly and he has incredible character. It’s your character that defines who you are and how you handle your business and the business of your clients. Jake has a flawless respect for his family and I greatly admire that in him. As Jake said in a recent meeting – more people spend time planning their vacations than their retirement. Why not plan for the greatest vacation of all? Your retirement! Keep up the great work Jake. There are fantastic things in store for you. All the best, Cathy Verhage ~ Owner Casta Marketing Group, Inc.
- JHJosh HavlikAug 13, 20195.0Jake is a fantastic guy and I'm happy to work with him. He's hard working and knowledgeable!
- DMDan MatejcekDec 19, 20175.0I have known Jake for several years now and he is one of "those people" you just can't meet enough of. He is genuine, down to earth, passionate about what he does, and takes the time to understand your goals. He never pressured me to switch my accounts to him, I knew he was the right person long before I changed my accounts over. Once I was a client, the service has always been great! And my accounts are doing well also!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jake Perron, CEPA®|AAMS®|CRPC™
What kind of financial services does Edward Jones - Financial Advisor: Jake Perron provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jake Perron located?
The office is located at 4640 Nicols Rd, Ste 101, Eagan, MN 55122, USA.
What are the business hours for Edward Jones - Financial Advisor: Jake Perron?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Jake Perron?
You can reach Jake Perron by phone at +1 651-994-6727 or by email at jake.perron@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Jake Perron?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jake-perron/contact/.
Which languages does Edward Jones - Financial Advisor: Jake Perron support?
Services are provided in English.
Are there other Edward Jones offices near the Eagan location?
Yes, nearby Edward Jones financial advisors include Mathias H Hoefferle, Scott K Erickson, and Michael D Pender offices.
What nearby services could I visit before or after my appointment at Edward Jones?
Nearby you can find dental services such as Twin Cities Endodontic Specialists and Oak Cliff Dental Care, as well as real estate agents like Rebecca Lewis - The Eaton Group and Katelin Morton-Realtor.
Are there wellness or relaxation options around Edward Jones - Financial Advisor: Jake Perron?
Yes, nearby wellness options include Agility Massage and Bodywork, Body Wellness And Beyond spa, and Begin With Your Skin Medspa offering massage therapy and skincare services.
Does Edward Jones - Financial Advisor: Jake Perron offer any tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their financial future.