Edward Jones - Financial Advisor: James W Roberson III

Edward Jones - Financial Advisor: James W Roberson III
Yext Power Listing.

Hours

Sunday:
Closed
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 4:30 PM
Saturday:
Closed

Chamber Rating

Verified Member
5.0 - (4 reviews)
4
0
0
0
0
Read Our 4 Reviews

Chamber Rating

Verified Member
5.0 - (4 reviews)
4
0
0
0
0
  • Denis Richard

    "James, thank you for your great financial coaching today. I think that we made some important progress towards understanding the mechanics of our retirement plan.This will definitely help us reach our goals more efficiently." This is what my wife and I just sent to James Roberson, who is an exceptional individual. Trusting someone with your life savings is no light decision and James has never disappointed us in the five + years he has been our financial advisor.He has taken all the time and skills needed to bring us out of the dangerous ignorance we were on the subject of retirement.
    Apr 4th, 2018

  • Meg A.

    I have never had help with my finances before and Brenda has been amazing to work with. She walked me through each step and explained everything in Lamens Terms! She has already made me feel better about my future, I just wish I met her sooner! Thank you!
    Aug 23rd, 2017

  • deanna roberson


    Aug 16th, 2017

  • Elisa Sharpe

    James is very patient with someone that knows about stocks and is not very good with finances. He offers good suggestions but also listens to me and my needs. I would suggest James and Edward jones to anyone wanting a good support system when investing
    Aug 7th, 2016

Read Our 4 Reviews

About
Edward Jones - Financial Advisor: James W Roberson III

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Contact Info

Products

  • Financial Advisor
  • Investment Management
  • Funds Investment
  • Stock & Bond Broker

Services

  • Stocks & Bonds
  • Investment Managers
  • Advisors

Languages

  • English

Specialities

  • Stocks & Bonds
  • Investment Managers
  • Advisors

Vidoes

Images

Questions & Answers

Q What is the phone number for Edward Jones - Financial Advisor: James W Roberson III?

A The phone number for Edward Jones - Financial Advisor: James W Roberson III is: (850) 622-1009.


Q Where is Edward Jones - Financial Advisor: James W Roberson III located?

A Edward Jones - Financial Advisor: James W Roberson III is located at 141 Mack Bayou Loop, Suite 302, Santa Rosa Beach, Florida 32459


Q What is the internet address for Edward Jones - Financial Advisor: James W Roberson III?

A The website (URL) for Edward Jones - Financial Advisor: James W Roberson III is: https://www.edwardjones.com/us-en/financial-advisor/james-roberson?y_source=1_OTYxODA5LTU0NS1sb2NhdGlvbi53ZWJzaXRl


Q How big is Edward Jones - Financial Advisor: James W Roberson III?

A Edward Jones - Financial Advisor: James W Roberson III employs approximately 20+ people.


Q What days are Edward Jones - Financial Advisor: James W Roberson III open?

A Edward Jones - Financial Advisor: James W Roberson III is open:
Sunday: Closed
Monday: 8:00 AM - 4:30 PM
Tuesday: 8:00 AM - 4:30 PM
Wednesday: 8:00 AM - 4:30 PM
Thursday: 8:00 AM - 4:30 PM
Friday: 8:00 AM - 4:30 PM
Saturday: Closed


Q How is Edward Jones - Financial Advisor: James W Roberson III rated?

A Edward Jones - Financial Advisor: James W Roberson III has a 5.0 Star Rating from 4 reviewers.

Hours

Sunday:
Closed
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 4:30 PM
Saturday:
Closed

Ratings and Reviews
Edward Jones - Financial Advisor: James W Roberson III

Overall Rating

Overall Rating
( 4 Reviews )
4
0
0
0
0
Write a Review

Denis Richard on Google

image "James, thank you for your great financial coaching today. I think that we made some important progress towards understanding the mechanics of our retirement plan.This will definitely help us reach our goals more efficiently." This is what my wife and I just sent to James Roberson, who is an exceptional individual. Trusting someone with your life savings is no light decision and James has never disappointed us in the five + years he has been our financial advisor.He has taken all the time and skills needed to bring us out of the dangerous ignorance we were on the subject of retirement.


Meg A. on Yelp

image I have never had help with my finances before and Brenda has been amazing to work with. She walked me through each step and explained everything in Lamens Terms! She has already made me feel better about my future, I just wish I met her sooner! Thank you!


deanna roberson on Google

image


Elisa Sharpe on Google

image James is very patient with someone that knows about stocks and is not very good with finances. He offers good suggestions but also listens to me and my needs. I would suggest James and Edward jones to anyone wanting a good support system when investing


Overall Rating

Overall Rating
( 4 Reviews )
4
0
0
0
0

Write a Review

RATING:
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Financial Consultant Near Me in Santa Rosa Beach, FL

Edward Jones - Financial Advisor: Jessica L Pena, CFP
141 Mack Bayou Loop, Suite 302
Santa Rosa Beach, Florida 32459
(850) 622-1009
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Santa Rosa Beach, Florida 32459
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