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
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Edward Jones - Financial Advisor: Jason B Heldenbrand, CFP®
Jason Heldenbrand is my Advisor. This review is only for him... He is honest, trustworthy, transparent, and overall good guy. He's the only other person I have been able to trust with my finances after an exhaustive search. While Market conditions aren't great we have plans for everything. 6/5 stars if I could rate it that highly.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason B Heldenbrand, CFP®
What types of financial services does Edward Jones - Financial Advisor Jason B Heldenbrand offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor Jason B Heldenbrand?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is open by appointment only on Saturdays and Sundays.
How can I schedule an appointment with Financial Advisor Jason B Heldenbrand?
You can make an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-heldenbrand/contact/.
Where is Edward Jones - Financial Advisor Jason B Heldenbrand located?
The office is located at 2705 Dougherty Ferry Road, Suite 206, St Louis, MO 63122, USA.
Is Edward Jones - Financial Advisor Jason B Heldenbrand active on social media?
Yes, they have a Facebook page at https://www.facebook.com/1275723305887150 and their Twitter handle is @EdwardJones.
Which languages are spoken at Edward Jones - Financial Advisor Jason B Heldenbrand?
English is the primary language spoken at this office.
What nearby insurance agencies are close to Edward Jones in St. Louis?
Nearby insurance agencies include Farmers Insurance - Nicklaus Shocklee, Farmers District Headquarters - 1475, Fogelbach Agency - Farmers, MW Insurance Services, and Covenant Insurance Group, among others.
What nearby financial services options are available around Edward Jones - Financial Advisor Jason B Heldenbrand?
Nearby financial services include another Edward Jones office (Financial Advisor Marc A Tenholder) as well as several insurance agencies that can complement investment planning needs.
Are there any recreational places near Edward Jones - Financial Advisor Jason B Heldenbrand?
Yes, STL Sandbar, a sports and recreation bar, and Barrett Station Golf Practice Center are close by where you can relax or practice golf after your financial consultations.
How can nearby medical and legal services support clients of Edward Jones?
Clients have access to nearby healthcare centers like St. Louis Laser Vein Center and legal services such as St. Louis Estate Planning LLC and Johnson Gray, LLC, which can complement their financial planning and estate needs.