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: Jake Walker, CFP®|CRPC™
1011 Meyer Rd, Wentzville, MO
63385, United States
Reviews
5.0
1 reviews
5 stars
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1 star0
- JWJames WorleyMar 8, 20235.0Jake and his office have done an amazing job at understanding my goals, providing insight and giving me very strategic plans for my future hopes based on the information I provide. Very good with communication as well.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jake Walker, CFP®|CRPC™
What services does Edward Jones - Financial Advisor: Jake Walker provide?
Edward Jones - Financial Advisor: Jake Walker offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
How can I contact Jake Walker for financial advice?
You can contact Jake Walker by phone at +1 636-445-5256 or email at jake.walker@edwardjones.com. You can also schedule a consultation via their contact page.
Where is Edward Jones - Financial Advisor: Jake Walker located?
Their office is located at 1011 Meyer Rd, Wentzville, MO 63385, USA.
Can I use a mobile app to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help manage your investments conveniently.
What languages does Jake Walker speak?
Jake Walker provides services in English.
Are there any financial institutions near Edward Jones - Financial Advisor: Jake Walker?
Yes, there is UMB Bank and an ATM at Bank Of Old Monroe nearby, which customers can use for banking needs before or after visiting the advisor.
What healthcare facilities are located near Edward Jones's office in Wentzville?
Nearby healthcare facilities include Synergy Chiropractic Center, Spirit Physical Therapy, Crossroads Dental, and Yoon Dermatology, providing services from chiropractic care to dermatology.
Are there childcare or educational centers close to Edward Jones's office?
Yes, nearby childcare and educational centers include Kids 'R' Kids of Wentzville, Kids R Kids Learning Academy of Wentzville, DLC Academy, and Kids R Kids.
Does Edward Jones offer any online tools for retirement planning?
Yes, Edward Jones provides an online retirement savings calculator to help you assess your retirement readiness.
Who are the main competitors of Edward Jones - Financial Advisor: Jake Walker?
Major competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.