Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: James McKelvie, CEPA®
1517 South Reserve St, Missoula, MT
59801, United States
Reviews
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- TGThe GauthiersJun 11, 20255.0James McKelvie is an outstanding financial advisor — I can’t recommend him enough! We were admittedly hesitant about meeting with a financial advisor at first. We felt confident managing our own investments and didn’t want someone being pushy or telling us what to do with our money. But from the first conversation, James completely put us at ease. He’s incredibly personable, a great listener, and brings a thoughtful, strategic approach to financial planning. The entire process — from reviewing our budget and setting long-term goals to establishing an advisory account — was smooth, stress-free, and even enjoyable. James never made us feel pressured and instead worked with us collaboratively, always respecting our input and preferences. I’m genuinely grateful to have him as our advisor. He’s become a trusted resource, helping us stay focused on our financial goals, manage our money wisely, and make complex decisions with clarity and confidence. Truly a great guy and an even better advisor!
Frequently Asked Questions About Edward Jones - Financial Advisor: James McKelvie, CEPA®
What services does Edward Jones - Financial Advisor: James McKelvie offer?
The office provides financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: James McKelvie located?
The office is located at 1517 South Reserve St, Ste 102, Missoula, MT 59801, USA.
What are the office hours at Edward Jones - Financial Advisor: James McKelvie?
The office is open regularly and available by appointment only on Saturdays.
How can I schedule an appointment with James McKelvie?
You can schedule an appointment through the reservation link at https://www.edwardjones.com/us-en/financial-advisor/james-mckelvie/contact/.
What investment specialties does this Edward Jones advisor focus on?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Edward Jones - Financial Advisor: James McKelvie offer support in languages other than English?
Services are provided in English only.
Are there banks near Edward Jones - Financial Advisor: James McKelvie for convenient transactions?
Yes, nearby banks include Rocky Mountain Bank and Bank of America, which may be useful for your financial transactions after visiting the advisor.
What nearby health-related services are available close to Edward Jones - Financial Advisor: James McKelvie?
Nearby health services include Lebsock Eye Care and Eyemart Express for optometry needs, as well as Sentinel Veterinary Specialists and Pet Emergency Center for pet health.
Can I find professional services near Edward Jones to support my financial planning?
Yes, professional services like Tompkins & Peters CPAs, McNay & Messick CPA, and Morgan Pierce Law Firm are nearby for accounting and legal assistance.
Is there public information available to learn more about IRAs recommended by Edward Jones?
Yes, you can learn more about IRAs on Edward Jones's official retirement insights page at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras