Edward Jones - Financial Advisor: Will Jakes
Why pick this one
Edward Jones - Financial Advisor: Will Jakes serves clients with $1,000,000 plus and focuses on wealth, retirement income, estate, and intergenerational strategies.
Best for
- Clients with $1,000,000 plus seeking wealth strategies
- Intergenerational planning
- Estate and legacy strategies
- Retirement income strategies
- Values and faith based investing
- Charitable giving strategies
Look elsewhere if
- Clients seeking an advisor explicitly serving portfolios below $1,000,000
Specialties
- wealth strategies
- intergenerational planning
- estate and legacy strategies
- retirement income strategies
- values and faith based investing
- charitable giving
What makes them different
- Accepting new clients
- Serving clients with $1,000,000 plus
- Offers values and faith based investing
- Offers intergenerational planning and estate and legacy strategies
- Web conferencing is available
Distilled from this business's own website.
Contact & Location
- Address
- 110 Hillsboro St, Oxford, NC 27565
- Phone
- 9196908685
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- will.jakes@edwardjones.com
Services
- wealth management
- retirement planning
- estate and legacy planning
- investment planning
- charitable giving strategies
- financial consultations
- account opening
- current strategy reviews
- support with major financial events