Edward Jones - Financial Advisor: Josh Jackson, CFP®
Why pick this one
Edward Jones - Financial Advisor: Josh Jackson, CFP® provides retirement, estate, college savings, and portfolio planning for clients investing $250,000 or more.
Best for
- clients investing $250,000 or more
- retirement savings strategies
- business retirement plans
- college savings planning
- estate and legacy strategies
- portfolio reviews
- intergenerational planning
Look elsewhere if
- investing less than $250,000
Specialties
- retirement savings strategies
- business retirement plans
- college savings
- estate and legacy strategies
- portfolio reviews
- intergenerational planning
Certifications
- CFP®
What makes them different
- Serves clients with $250,000 plus
- Client by referral
- Josh Jackson holds an MBA and CFP® certification
- Web conferencing available
- Branch office includes Sarah Baysden and Bryleigh Davis as branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 4246 Fayetteville Rd, Lumberton, NC 28358
- Phone
- 9107385053
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- josh.jackson@edwardjones.com
Services
- financial advising
- retirement planning
- college savings planning
- estate and legacy planning
- portfolio reviews
- intergenerational planning
- business retirement planning