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: Georgiana A Bowman, CFP®
246 Craven St, New Bern, NC
28560, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- KZKathy ZemanJul 15, 20241.0Beware – I recently moved several accounts from Edward Jones Advisory Services in New Bern, NC to a different brokerage firm and was very disappointed at the level of support I received. I understand that EJ never wants to lose a customer, but I expected some level of assistance as a professional courtesy after being a long-time customer who paid hundreds of thousands of dollars in fees over the years. After meeting and clearly documenting what I wanted to do, my financial rep Georgiana Bowman failed to assist with the tasks that needed to be done and wouldn’t respond to my emails. I ended up working with corporate to find out how to proceed and the process dragged on for 6 weeks. The only thing they were really on top of was a triple-hit on fees, which was somewhat hidden since they took away access to the online website before the transition was complete. Part of the difficulty was that the Advisory Group invested in EJ proprietary funds that can’t be transferred to another firm. These investments had to be liquidated, creating taxable gains. It appears to be set up to keep people (and their children who may inherit the funds) locked in to EJ if they don’t want to take the tax hit. They may earn a higher commission by putting money into their own funds.
- PGPam GriffinJan 23, 20215.0Excellent as always
Frequently Asked Questions About Edward Jones - Financial Advisor: Georgiana A Bowman, CFP®
What services does Edward Jones - Financial Advisor: Georgiana A Bowman offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the regular business hours for Edward Jones - Financial Advisor: Georgiana A Bowman?
The office is open Monday through Friday from 8:30 AM to 4:30 PM Eastern Time. It is closed on Sundays and open by appointment only on Saturdays.
How can I schedule an appointment with Georgiana A Bowman?
You can schedule an appointment by visiting the contact reservation page online at https://www.edwardjones.com/us-en/financial-advisor/georgiana-bowman/contact/ or emailing georgiana.bowman@edwardjones.com.
Where is Edward Jones - Financial Advisor: Georgiana A Bowman located?
The office is located at 246 Craven St, New Bern, NC 28560, United States.
Which languages are spoken at the Edward Jones office in New Bern, NC?
English is the primary language spoken at the office.
Does Edward Jones have mobile apps for managing investments?
Yes. Edward Jones offers mobile apps available on both Android and iOS platforms for investment management and service access.
How does Edward Jones protect client data and privacy?
Edward Jones uses strict privacy and security measures to protect client data. Details can be found on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
What attractions or services are near Edward Jones - Financial Advisor: Georgiana A Bowman in New Bern?
Nearby places include Bespoke Custom Florals, a gifts and flower shop, and Stand Up Outfitters, a sporting goods store. Clients might enjoy visiting these shops before or after their financial consultations.
Are there dining options close to the Edward Jones office for a meal after your appointment?
Yes, there are several dining options nearby including Thai Angel (Asian restaurant), Kuma Sushi Bar, and The Grill at Prohibition which offers pizza and bar services.
Are there any public services or government offices located near the Edward Jones office?
Yes, New Bern City Hall, the City of New Bern government offices, and the Craven County Register of Deeds are close by, which could be convenient for clients handling financial and legal paperwork.