Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS® offers retirement, estate, portfolio, and wealth strategies from an Asheboro office.
Best for
- Estate and legacy strategies
- Retirement savings strategies
- Retirement income strategies
- Portfolio reviews
- Entrepreneurs and business owners seeking financial strategies
- Wealth strategies
Specialties
- Estate and legacy strategies
- Portfolio reviews
- Retirement savings strategies
- Retirement income strategies
- Wealth strategies
- Financial strategies for entrepreneurs and business owners
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Jay Brownfield holds CFP® and AAMS® designations
- The office lists estate and legacy, retirement, portfolio, wealth, and business-owner focus areas
- The office offers introductory consultations, strategy reviews, account opening, and help with major financial events
- The office is located at 359 South Cox Street in Asheboro, North Carolina
- Weekday office hours are 8:30 AM to 5:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 359 S Cox St, Asheboro, NC 27203
- Phone
- (336) 626-4000
- Website
- https://www.edwardjones.com/jay-brownfield
- jay.brownfield@edwardjones.com
Services
- Financial planning
- Portfolio reviews
- Retirement planning
- Wealth management
- Estate and legacy planning
- Retirement income planning
- Investment account opening
- Financial event guidance