Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jonathan Holeman
500 N Financial Terr, Mustang, OK
73064, United States
Hours
Reviews
5.0
10 reviews
5 stars
10
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1 star0
- KKKeshia KastlAug 8, 20185.0Jonathan is wonderful! He has made my financial worries much easier! He helped me transfer my IRA's and put me on a path for future gains! Thank you Jonathan!
- TMTick MothAug 8, 20185.0My wife and I went to Jonathan. We had no idea what to expect. He ask us a lot of questions and we honestly shared our personal financial information with him. We went back again and he went over all of our numbers. He was honest, forthright and educational. He showed us where we were strong, where we were week and what we needed to focus on and do. I appreciated the most, his heart and attitude toward us. He told us things we didnt want to hear, but we needed to hear and know. I strongly recommend Jonathan for your financial planning needs both now and in the future. Call him today!
- MHMelissa HenriesDec 6, 20175.0Jonathan is so helpful and makes everything so easy. I appreciate him and his staff.
- TMT McSwainDec 6, 20175.0Jonathan Holeman's industy knowledge, professionalism and common sense approach to investing is very refreshing. I recommend using Jonathan for all you investments and future financial planning.
- BTBrad TraxlerDec 6, 20175.0Our family trusts Edward Jones to help us with our future. They do a great job and we are very comfortable with their guidance.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan Holeman
What services does Edward Jones - Financial Advisor: Jonathan Holeman offer?
They provide personalized financial services including retirement planning, education savings, stock and bond brokerage, investment management, and tailored financial advice.
What are the business hours for Edward Jones - Financial Advisor: Jonathan Holeman?
The office is open Monday through Thursday from 8:30 AM to 4:00 PM, and Fridays are by appointment only. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Jonathan Holeman located?
The office is located at 500 N Financial Terrace, Suite G, Mustang, OK 73064, United States.
How can I contact Edward Jones - Financial Advisor: Jonathan Holeman?
You can reach them by phone at +1 405-376-3314 or by email at jonathan.holeman@edwardjones.com.
Does Edward Jones - Financial Advisor: Jonathan Holeman have an online presence or app?
Yes, they have a website and offer mobile apps on both iOS and Android platforms to help clients manage finances and investments.
How do I book an appointment with Edward Jones - Financial Advisor: Jonathan Holeman?
Appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-holeman/contact/.
What language(s) are supported at Edward Jones - Financial Advisor: Jonathan Holeman?
Services are provided in English.
Are there any nearby financial institutions or services close to Edward Jones - Financial Advisor: Jonathan Holeman?
Yes, nearby financial services include another Edward Jones location and Intrust Bank, providing additional banking and investment options for clients.
What local amenities are near Edward Jones - Financial Advisor that clients might find useful?
Clients can visit nearby places such as Ainsworth Family Dental for dental care, Mazzio’s Pizza & Wings or Pizza Hut for dining, and the United States Postal Service for mailing needs.
Are there any recreational or community activities near Edward Jones - Financial Advisor: Jonathan Holeman?
Yes, nearby options include Reign Athletics for gymnastics, Sentinel Martial Arts club, and yoga studios such as Pebble Yoga and The Bend Yoga Studio for wellness activities.