Edward Jones - Financial Advisor: Julie Thomas, AAMS®

5.0
3 reviews

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: Julie Thomas, AAMS®
1928 Weddington Road, Weddington, NC
28104, United States

Reviews

5.0
3 reviews
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  • PT
    Patricia Telfort
    Oct 13, 2025
    5.0
    She breaks all area of your accounts down so you are able to understand everything using simple financial verbiage
  • HW
    Heather Wilson
    Sep 7, 2025
    5.0
    Julie is so amazingly helpful. She has so much knowledge and I highly recommend her!
  • CR
    Christen Ripoli - REALTOR
    Feb 14, 2025
    5.0
    If you are looking for a financial advisor, you must call Julie Thomas. She's the one you want in your corner!! There's no one else who will simplify this complex topic like she will. She'll start as a resource and will quickly become your friend and cheerleader.

Frequently Asked Questions About Edward Jones - Financial Advisor: Julie Thomas, AAMS®

What financial services does Julie Thomas at Edward Jones provide?

Julie Thomas offers financial advising, investment management, investment funds, and stock brokerage services.

What are Julie Thomas's specialties as a financial advisor?

Her specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.