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 C Soares
11750 Katy Freeway, Houston, TX
77079, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan C Soares
Who is Jonathan C Soares at Edward Jones?
Jonathan C Soares is a financial advisor at Edward Jones offering personal investment support including retirement, education savings, and insurance needs.
What financial services are provided by Edward Jones - Financial Advisor: Jonathan C Soares?
Services include financial advising, investment management, investment funds, and stock brokerage.
How can I schedule an appointment with Jonathan C Soares?
You can schedule an appointment through the Edward Jones contact page for Jonathan Soares at https://www.edwardjones.com/us-en/financial-advisor/jonathan-soares/contact/.
What specialities does Jonathan C Soares offer?
Specialities include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Jonathan C Soares located?
The office is located at 11750 Katy Freeway, Suite 760, Houston, TX 77079, USA.
How can I contact Jonathan C Soares by phone or email?
You can call at +1 281-721-4326 or email jonathan.soares@edwardjones.com for inquiries.
Are there mobile apps available for accessing Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android Play Store and Apple App Store for convenient access to financial information.
What nearby financial institutions are close to Edward Jones - Financial Advisor: Jonathan C Soares?
Nearby financial institutions include Hancock Whitney bank and RIA Financial Advisors for additional financial services.
What nearby businesses might be useful for clients visiting Edward Jones?
Clients can visit nearby businesses like Citiline Cafe for dining or Don McGill Toyota if they need automotive services before or after their appointment.
How can nearby engineering and professional service firms benefit Edward Jones clients?
Nearby firms such as Kiewit Oil Gas Chemical Engineering and Synergen provide opportunities for business collaboration and client networking in engineering and marketing services.