Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: James S Packard, CEPA®
2225 Washington Blvd, Ogden, UT
84401, United States
Reviews
5.0
24 reviews
5 stars
24
4 stars0
3 stars0
2 stars0
1 star0
- JMjennilyn mckinnonOct 30, 20255.0As a Financial Advisor Jim knows his business, in my interactions with him he has proven himself to have high competency, high character and very likeable.
- LHLon HudmanOct 30, 20255.0Jim is both extremely knowledgeable and incredibly trustworthy. He presents options in a straightforward and easy to understand manner. I highly recommend him.
- CNChris NielsonOct 30, 20255.0When it comes to money you want to work with someone who is honest, knowledgeable, and personable. Jim nails all three and then some.
- ANAlex NelsonOct 30, 20255.0Jim is super honest and knowledgeable. He knows how to work with and achieve your goals. Can't recommend him enough
- ZBZachary BaldwinOct 16, 20255.0Jim is a considerate and well meaning financial advisor. He listened and is a huge wealth of knowledge. 10/10 would recommend
Frequently Asked Questions About Edward Jones - Financial Advisor: James S Packard, CEPA®
What services does Edward Jones - Financial Advisor: James S Packard offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: James S Packard located?
The office is located at 2225 Washington Blvd, #125, Ogden, UT 84401, USA.
How can I schedule an appointment with James S Packard?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/james-packard/contact/.
What are some of the specialties offered by this financial advisor?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Is there a way to contact James S Packard via email or phone?
Yes, you can email him at james.packard@edwardjones.com or call at +1 801-334-6261.
What languages does Edward Jones - Financial Advisor: James S Packard support?
They provide services in English.
What mobile apps can I use to access Edward Jones services?
Edward Jones has apps available on both Android (https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en) and iOS (https://apps.apple.com/us/app/edward-jones/id457043098?mt=11818).
Are there other financial advisory services near Edward Jones - Financial Advisor: James S Packard?
Yes, nearby options include Catalyst Retirement Solutions, Edward Jones - Financial Advisor Kristina L Sorensen, and Axiom Financial for additional financial advising and services.
What nearby places can I visit for legal and real estate services around Edward Jones?
Nearby, you can visit Smith Knowles Pc for legal services, Lincoln Title Insurance Agency for real estate insurance, and Karen Kagie Realtor for real estate agent services.
Are there any dining or leisure options close to Edward Jones that customers might enjoy?
Yes, customers might enjoy dining at Tokyo Station, a Japanese restaurant, or visit the Treehouse Children’s Museum for arts and entertainment.