Business Details
About
Investment Service
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.com/us-en/privacy
Location
Edward Jones - Financial Advisor: David M Upshaw, CFP®
330 Franklin Road, Brentwood, TN
37027, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- DUDavid UpshawApr 9, 20255.0I care deeply about the financial success of my clients.
Frequently Asked Questions About Edward Jones - Financial Advisor: David M Upshaw, CFP®
What services does Edward Jones - Financial Advisor David M Upshaw offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor David M Upshaw located?
It is located at 330 Franklin Road, Suite 114, Brentwood, TN 37027, United States.
What are the office hours of Edward Jones - Financial Advisor David M Upshaw?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I schedule a meeting with David M Upshaw?
You can schedule a meeting through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/david-upshaw/contact/ or by calling +1 615-221-2767.
What languages are spoken at Edward Jones - Financial Advisor David M Upshaw?
Services are provided in English.
What types of investments and products does Edward Jones offer?
They provide financial advisory services including stocks and bonds, funds investment, and investment management.
Are there any nearby businesses where I can grab a bite before or after my visit?
Yes, Bruegger's Bagels offers breakfast and brunch options and Pizza Hut is available for pizza nearby.
What nearby services can complement my visit to Edward Jones?
Nearby you can find Sky Cleaners and Lapels Dry Cleaning for laundry services as well as Massage Envy - Brentwood North for spa and massage services.
Are there any fitness or wellness centers near Edward Jones - Financial Advisor David M Upshaw?
Yes, Pure Barre offers barre classes, yoga, and boot camp sessions nearby to support your wellness.
Is Edward Jones located near any interesting cultural or historical spots?
The Nashville Civil War Relics museum is nearby, which you might consider visiting before or after your financial appointment.