Edward Jones - Financial Advisor: Jerry DeWane, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Jerry DeWane, AAMS® offers strategy reviews, account openings, and major-financial-event support in Greensboro.
Best for
- people seeking an introductory financial consultation
- clients reviewing an existing financial strategy
- people opening an investment account
- people needing help with a major financial event
Look elsewhere if
- people requiring Saturday or Sunday office hours
Specialties
- investment strategy review
- account opening
- financial planning for major financial events
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Jerry DeWane holds the Accredited Asset Management Specialist™ (AAMS®) certification
- Office includes Sr. Branch Office Administrator Barbara Puckett
- Weekday office hours are 8:30 AM–4:30 PM
- Office is located at 3608 W Friendly Ave Suite 102 in Greensboro, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 3608 W Friendly Ave, Suite 102, Greensboro, NC 27410
- Phone
- 3366328955
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jerry.dewane@edwardjones.com
Services
- introductory consultations
- current strategy reviews
- investment account opening
- support with major financial events