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: Josh James
3311 S Yale Avenue, Tulsa, OK
74135, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh James
What services does Edward Jones - Financial Advisor: Josh James provide?
Josh James offers services including Financial Advising, Investment Management, Investment Funds, and acting as a Stock Broker.
What specialities does Josh James focus on as a financial advisor?
Josh specializes in 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
How can I schedule an appointment with Josh James at Edward Jones?
You can schedule an appointment through the Edward Jones contact page for Josh James: https://www.edwardjones.com/us-en/financial-advisor/josh-james/contact/.
Where is Edward Jones - Financial Advisor: Josh James located?
Josh James' office is at 3311 S Yale Avenue, Suite 200, Tulsa, OK 74135, USA.
What is the best way to contact Josh James via phone or email?
You can call Josh at +1 281-256-8646 or the main line at +1 918-747-4712. Email contact is josh.james@edwardjones.com.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones provides mobile apps available on Android and iOS platforms for your convenience.
Can you tell me about nearby financial services similar to Edward Jones in the area?
Nearby financial services include Allstate Insurance: Todd Williams and Edward Jones Financial Advisor Jeff James, AAMS®, which can provide additional insurance and investment advisory options.
Are there any nearby legal services that clients might consider alongside financial planning?
Clients might also find legal assistance at nearby firms like Boettcher & Drummond, The Alexander Law Firm, and The Price Law Firm for estate planning and family law needs.
What wellness or health-related places are close to Edward Jones' office?
Nearby wellness options include Tulsa Higher Care Clinic, Greenwood Midwifery and Integrative Health, Massage Time, and Innate Wellness, which might complement your financial planning visits.
Are there local attractions or recreational spots near the Edward Jones office?
Yes, Highland Park is a nearby park and water attraction where clients can relax before or after meetings.