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Business Profile

Financial Services

Edward Jones - Matt Shade Financial Advisor

About

About This Business

Edward Jones provides financial advisory services, including investment portfolio management and financial strategy development. The company assists clients with introductory consultations, account openings, and financial planning for various investment levels.

BBB Accredited Since: 3/1/2024

Years in Business: 44

Products and Services

Financial Advisory, Investment Planning, Portfolio Management, Retirement Planning, Wealth Management

Business Details

BBB File Opened:
2/14/2024
Business Started:
1/1/1982
Business Started Locally:
1/1/1982
Business Management:
Mr. Matt Shade, Financial Advisor

Additional Contact Information

Principal Contacts
Mr. Matt Shade, Financial Advisor
Customer Contacts
Mr. Matt Shade, Financial Advisor
Additional Phone Numbers
Other Phone: (555) 555-5555

Additional Information

Other Resources
North Carolina Commissioner of Banks
316 W. Edenton Street
Raleigh NC 27603
Phone Number: (919) 733-3016
https://www.nccob.org/public/

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