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: Jason M Johnson, CFP®|AAMS®
503 Broadway St S, Menomonie, WI
54751, United States
Hours
Reviews
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- MBMaxwell BaileyOct 24, 20245.0He’s flexible on his schedule, nice, transparent, and incredibly intelligent.
- CKCollin KuhnNov 23, 20225.0Jason is friendly, confident, and knowledgeable in everything he does. If you want someone handling your finances then he is your guy.
- CACandy AmickDec 14, 20215.0Highly recommended. Very friendly and helpful.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason M Johnson, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Jason M Johnson, CFP®|AAMS® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the regular office hours for Edward Jones - Financial Advisor: Jason M Johnson, CFP®|AAMS®?
The office is open Monday through Friday from 8:00 AM to 6:00 PM, and closed on Saturdays and Sundays. Saturdays are by appointment only.
How can I schedule an appointment with the financial advisor?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-m-johnson/contact/ or by calling +1 715-235-1435.
Where is Edward Jones - Financial Advisor: Jason M Johnson, CFP®|AAMS® located?
The office is located at 503 Broadway St S, Suite 50, Menomonie, WI 54751, USA.
Does Edward Jones provide mobile apps for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help manage your investments on the go.
What language is primarily spoken at Edward Jones - Financial Advisor: Jason M Johnson, CFP®|AAMS®?
The staff primarily speaks English.
Are there any good dining options near Edward Jones - Financial Advisor: Jason M Johnson, CFP®|AAMS®?
Yes, nearby dining options include Papa Johns Pizza, Hang's Cuisine (a Vietnamese restaurant), The Pub, Hoss's Pub, The Duke & Dagger, and 6th Avenue Cidery which offers a variety of pub and restaurant experiences.
What entertainment venues are near Edward Jones's office in Menomonie?
The Menomonie Theater Guild is nearby for those interested in theatre and concerts, and Henna Rush offers arts and entertainment experiences close to the office.
Are there any financial institutions near Edward Jones in Menomonie?
Nearby financial institutions include WESTconsin Credit Union and WESTconsin Title Services, which offer complementary financial and real estate services.
What local amenities might be useful for customers visiting Edward Jones?
Customers can find services such as UPS Access Point for shipping, CVS Beauty for shopping and beauty needs, and several bars and pubs like The Market and Meet Market for socializing nearby.