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: John V Lerma
9311 San Pedro Ave, San Antonio, TX
78216, United States
Hours
Reviews
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- CACarie AJan 14, 20225.0I've worked with John & Gilbert for several years now. Not being a financial advisor myself, I really appreciate how they take a teacher's approach to finances. They strive to educate and guide you on the right path without sales pressure. Keep up the good work guys!
- DFDavid FellApr 25, 20185.0Good financial advice without being pushy or offering services that are not needed.
Frequently Asked Questions About Edward Jones - Financial Advisor: John V Lerma
What financial services does Edward Jones - Financial Advisor: John V Lerma offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
Where is the Edward Jones office of John V Lerma located?
The office is located at 9311 San Pedro Ave, Suite 1430, San Antonio, TX 78216, USA.
What are the office hours for Edward Jones - Financial Advisor: John V Lerma?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact John V Lerma, the financial advisor at Edward Jones?
You can contact John V Lerma by phone at +1 210-348-6771 or via email at john.lerma@edwardjones.com.
How can I schedule a consultation with Edward Jones - Financial Advisor: John V Lerma?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/john-lerma/contact/.
Does Edward Jones provide any online tools to help with financial planning?
Yes, Edward Jones offers a Retirement Savings Calculator available on their website to help you prepare for your future.
Are there any financial institutions near Edward Jones that might be useful for customers?
Yes, nearby financial institutions include Security Service Federal Credit Union ATM, Wells Fargo Advisors, and Generations Federal Credit Union, which can assist with banking and credit union services.
What mortgage brokers are located near Edward Jones?
Nearby mortgage brokers include SWBC, Joshua Loudermilk, William Brennen - SWBC Mortgage, and Jon Tober, which could be helpful if you're exploring financing options.
Are there any car dealerships near Edward Jones for customers who might need automotive services?
Yes, several car dealerships are nearby such as North Park Mazda, North Park Lincoln, Northside Chevrolet, and Kahlig Auto Group, ideal for customers who may need automotive services before or after their visit.
What languages are spoken at Edward Jones - Financial Advisor: John V Lerma?
The primary language spoken is English at this Edward Jones office.