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: Jacob Porter
10031 Sr 532, Stanwood, WA
98292, United States
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jacob Porter
Who is Jacob Porter at Edward Jones and what services does he provide?
Jacob Porter is a financial advisor at Edward Jones in Stanwood, WA, offering services like financial advising, investment management, and stock brokerage.
How can I contact Edward Jones - Financial Advisor: Jacob Porter?
You can reach Jacob Porter by phone at +13606290177 or email at jacob.porter@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jacob Porter located?
The office is located at 10031 Sr 532, Ste A, Stanwood, WA 98292, USA.
What specialties does Edward Jones - Financial Advisor: Jacob Porter offer?
Jacob Porter specializes in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Can I schedule an appointment with Jacob Porter online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jacob-porter/contact/.
Are there mobile apps available to manage my Edward Jones investments?
Yes, Edward Jones offers mobile apps available on Google Play and the Apple App Store for managing your investments.
What nearby financial advisors are located near Edward Jones - Financial Advisor: Jacob Porter?
Nearby financial advisors include Edward Jones - Financial Advisor: Brenna K Casey, CRPC® and Northwestern Mutual, providing additional resources for financial services in Stanwood.
What local real estate services are available near Edward Jones - Financial Advisor: Jacob Porter?
Nearby real estate agents and services include The Quevillon Group - John and Karyl Quevillon, Good Knight Homes, Sandie Cooper Realtor, North48 Real Estate, and North Sound Broker.
Are there any local dining or entertainment options near Edward Jones in Stanwood?
Yes, nearby places include Cassera Gallery Stanwood, a music venue and art gallery, Stanwood Cafe for American dining, and Shima Japanese Restaurant offering sushi and Japanese cuisine.
What should I know about Edward Jones compared to competitors?
Edward Jones provides personalized financial advising with 18,000 advisors and focuses on retirement and education savings, competing with firms like Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.