Business Details
About
Investment ServiceEdward Jones
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.ca/ca-en/privacy.
Location
Edward Jones - Financial Advisor: Jason Morgan
515 Park Rd N, Brantford, ON
N3R 7K8, Canada
Hours
Reviews
5.0
5 reviews
5 stars
5
4 stars0
3 stars0
2 stars0
1 star0
- HDHarriett DraaistraOct 7, 20255.0Jason has been advising us financially for many years ( well over 10 years). Before my husband passed away he did whatever he could to make the road ahead easier for me. His advice to me on financial matters was “Stick with Jason. You can trust him completely”. I was quite ignorant of financial matters and Jason was patient as I have been learning and has never makes me feel my lack of knowledge. His advice is sound and he takes the time to explain my options carefully. His office administrators Michael and Christine are also very helpful. Jason has managed my portfolio beautifully and I I highly recommend him as a financial advisor.
- CHChris HoageOct 23, 20245.0Jason has been helping me with investment and retirement planning for 6 years now. I always find his advice and explanation easy to understand. He really does make complicated investing simple. Jason and his team are always available when I have a question or need to make a change. Highly recommend
- LLLisaMay 8, 20235.0Jason is a very knowledgeable professional. Would highly recommend giving him a call to address your financial situation. Very accommodating and pleasant. Lisa Marson Retirement Living Consultant
- HRhiddy recineMay 10, 20215.0l have sent many reviews with no response not sure why? Recently my husband and I ran into a fork in the road with some finical issues . God bless Janson and Michael for being there when needed ththem with any questions today Jason was a finical advisor as well as as a good listener and made my journey so much much easier
- JPJeff PooleJan 14, 20205.0Dealing with Jason Morgan is pleasant, Jason listens to what you want then works out best plan for your needs. Jason will offer a variety of solutions to work with your present and future situations. Communication is great and in a timely manner. From time you walk in his office your welcomed as if you were a client already.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason Morgan
What financial services does Edward Jones - Financial Advisor: Jason Morgan offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Jason Morgan located?
The office is located at 515 Park Rd N, Unit #2, Brantford, ON, N3R 7K8, Canada.
What are the business hours for Edward Jones - Financial Advisor: Jason Morgan?
Open Monday through Friday from 8:30 AM to 4:30 PM. Closed on Saturdays and Sundays but available by appointment on these days.
How can I contact Jason Morgan, the financial advisor at Edward Jones?
You can call +1 519-751-3993 or email jason.morgan@edwardjones.com to get in touch.
Is it required to book an appointment before visiting on weekends?
Yes, the office is open by appointment only on Saturdays and Sundays.
Where can I find the online retirement savings calculator recommended by Edward Jones?
You can try their Retirement Savings Calculator at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html
Are there any nearby dental clinics around Edward Jones - Financial Advisor: Jason Morgan?
Yes, Peachtree Kids Dental and Brantford North Dental are nearby, offering pediatric and cosmetic dental services respectively, which could be convenient if you have family appointments before or after your financial consultations.
Which nearby real estate agents can I contact if I'm considering property investments after financial planning?
There are many nearby real estate agents including Karen Hobbs-Thomson, Aaron Logan, and Amy Sheffar from Re/Max Twin City Realty Inc who can assist with your real estate investment needs.
Is there any fitness or dance studio near Edward Jones where I could visit before or after my appointment?
Yes, Art In Motion Dance Studio, a nearby gym and dance school, offers fitness and dance classes, which might be a good option if you'd like to combine wellness with your financial appointments.
Does Edward Jones - Financial Advisor: Jason Morgan provide services in languages other than English?
No, the services are offered in English only.