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: Jon Lee, CFP®
4040 Ed Dr, Raleigh, NC
27612, United States
Hours
Reviews
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- RCR CNov 12, 20255.0We’ve been with Jon for quite a few years now. Jon has been absolutely great to work with, and he is knowledgeable and able to explain things that is understandable to us.
- TJTammy JamesJul 11, 20255.0Very detailed explanation of how investing works and supporting staff work to make taking care of my financial health their priority.
- DODan ObenourMar 1, 20245.0I've worked with Jon for some time. He's been very helpful and responsive.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jon Lee, CFP®
What services does Edward Jones - Financial Advisor: Jon Lee, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jon Lee, CFP® located?
It is located at 4040 Ed Dr, Suite 105, Raleigh, NC 27612, USA.
What are the business hours for Edward Jones - Financial Advisor: Jon Lee, CFP®?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jon Lee, CFP®?
You can call the local phone number at +1 919-981-0620 or email jon.lee@edwardjones.com for inquiries.
Can I book an appointment with Jon Lee online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jon-lee/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Jon Lee, CFP®?
The services are offered in English.
What nearby dining options are there around Edward Jones - Financial Advisor: Jon Lee, CFP®?
Nearby restaurants include Tenko Japan (Japanese cuisine), Roly Poly Sandwiches, Firehouse Subs, and Bronco Tacos (Mexican cuisine), perfect for grabbing a meal before or after your appointment.
Are there any banks or financial services near Edward Jones office?
Yes, nearby financial services include First Bank - Raleigh, NC, Wells Fargo Advisors Financial Network, and Townsend Asset Management Corp. These can be useful for complementary financial needs.
What local amenities are near Edward Jones - Financial Advisor: Jon Lee?
Nearby you can find Deluxe Cleaners for dry cleaning, TM Nail Spa and EA Wells Hair Design for beauty services, and Walgreens for pharmacy and convenience items, making it convenient to run errands around your visit.
Where can I find Edward Jones - Financial Advisor: Jon Lee, CFP® online?
You can find more about their financial advisory services on their website at https://www.edwardjones.com/us-en/financial-advisor/jon-lee and follow them on LinkedIn and Facebook.