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: Jordan Perleoni, AAMS®
582 Congress Pkwy S, Athens, TN
37303, United States
Reviews
5.0
1 reviews
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- KHKevin HelmsOct 8, 20245.0I recently moved my account to this location from another firm. The experience was exceptional. The process of setting up our retirement plan was thorough and collaborative. It considered all aspects of our financial plan. The financial planner and staff are very friendly and make you feel at ease throughout the process. I cannot say enough about how great this experience was.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jordan Perleoni, AAMS®
What services does Edward Jones - Financial Advisor: Jordan Perleoni offer?
They offer financial advising, investment management, investment funds, and stock broker services.
How can I schedule an appointment with Jordan Perleoni?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jordan-perleoni/contact/.
What types of investment plans are specialized at this Edward Jones office?
They specialize in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and Traditional IRAs.
What languages are supported by Edward Jones - Financial Advisor: Jordan Perleoni?
They provide services in English.
How can I contact Jordan Perleoni via email or phone?
You can email jordan.perleoni@edwardjones.com or call at +1 423-745-0047.
Where is Edward Jones - Financial Advisor: Jordan Perleoni located?
The office is located at 582 Congress Pkwy S, Athens, TN 37303, USA.
Are there nearby real estate agencies close to Edward Jones in Athens, TN?
Yes, nearby real estate agencies include Heather Jaramillo- Crye-Leike Realtors, Crye-Leike Realtors, and Allyson Kirkland, Crye-Leike Realtors, which can be convenient if you are looking into property investments along with financial advising.
What government or public services are near Edward Jones in Athens, TN?
Nearby government-related services include the DMV Athens, State of Tennessee Driver Services Center, and Tennessee Department of Safety, useful for handling driver's license or other official documentation.
Are there any health-related centers near Edward Jones in Athens, TN?
Yes, the Audibel Hearing Aid Center and Comprehensive Pain Specialists are nearby, providing audiology and pain management services respectively, which might be helpful before or after your visit.
How can mobile apps support my interactions with Edward Jones financial services?
Edward Jones provides mobile apps available on Android and iOS for convenient investment management; you can download via the Google Play Store or Apple App Store using their respective links.