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: Jocelyn Cates, CFP®
4040 Broadway, San Antonio, TX
78209, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jocelyn Cates, CFP®
What services does Edward Jones - Financial Advisor: Jocelyn Cates, CFP® offer?
The financial advisor offers services including Financial Advising, Investment Management, Investment Funds, and acts as a Stock Broker.
Where is Edward Jones - Financial Advisor: Jocelyn Cates, CFP® located?
The office is located at 4040 Broadway, Ste 512, San Antonio, TX 78209, USA.
How can I schedule an appointment with Jocelyn Cates at Edward Jones?
You can schedule an appointment by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/jocelyn-cates/contact/.
What are some specialties offered by Jocelyn Cates at Edward Jones?
Specialties include 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
What languages does Edward Jones - Financial Advisor: Jocelyn Cates, CFP® support?
The advisor provides services in English.
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones has mobile apps available on Android and iOS platforms.
Who are some competitors of Edward Jones - Financial Advisor: Jocelyn Cates, CFP®?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.
What nearby legal services can clients visit when visiting Edward Jones at 4040 Broadway?
Nearby legal services include Kirker Davis LLP, Cruz Law, P.C., Massar Law Firm, Smith Thomas J, Law Office of John W. Shaw, CRUZ LAW, Streamlined Estate Planning, Johnston Anne Whittenburg Attorney, and Lighthouse Legal Services, PLLC.
What nearby professional services are available near Edward Jones?
Professional services near Edward Jones include Revelation Business Solutions & Consulting, Health Park Consultants, Cushman & Wakefield, and Town Press Media.
What nearby amenities might be convenient to visit before or after an appointment at Edward Jones?
You can visit nearby H-E-B Foods, a grocery store and supermarket, or consider exploring events at VenturePoint nearby.