Edward Jones - Financial Advisor: David W Jones, CFP®|CAP®|AAMS™ - Tampa, Florida

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Edward Jones: David W. Jones, CFP®|CAP®|AAMS™ – A Trusted Financial Partner

For individuals and families seeking comprehensive financial guidance, Edward Jones presents a reliable and experienced resource. Specifically, David W. Jones, CFP®|CAP®|AAMS™, serves as a dedicated Financial Advisor located in Tampa, Florida. He’s a cornerstone of the Edward Jones firm, known for its commitment to building long-term relationships and providing personalized financial solutions.

Location and Contact Information

David W. Jones operates out of a convenient location at 3100 S Dale Mabry Hwy, Tampa, FL 33629, United States. Clients can easily reach him by phone at 813-837-6967. His website, accessible at edwardjones.com, provides a wealth of information regarding his services, market insights, and educational resources.

Specializations and Services

Mr. Jones specializes in a broad range of Financial Consultant services. His expertise encompasses:

• Investment Services: He assists clients in developing and managing investment portfolios designed to meet their specific goals and risk tolerance.
• Finance Brokerage: He facilitates the buying and selling of stocks, bonds, and mutual funds.
• Stock Brokerage: Provides brokerage services for a variety of investment needs.

Furthermore, as a Certified Financial Planner™ (CFP®), a Chartered Alternative Investment Professional® (CAP®), and an Accredited Asset Management Specialist™ (AAMS™), David possesses advanced credentials demonstrating a high level of knowledge and commitment to ethical standards. These certifications underscore his dedication to providing sound, well-informed advice.

Points of Interest & Accessibility

Edward Jones prioritizes client convenience. The office is equipped with a Wheelchair-Accessible Car Park and Wheelchair-Accessible Toilet, reflecting a commitment to inclusivity. Appointments are strongly recommended to ensure adequate time for personalized consultation. Restrooms are also readily available.

Client Feedback & Reputation

Edward Jones consistently receives positive feedback. The firm maintains 3 reviews on Google My Business, with an impressive average rating of 5/5. This suggests a strong sense of client satisfaction and a dedication to delivering exceptional service. It's evident that clients value the trust and rapport they develop with Mr. Jones and the Edward Jones team. He seems to foster a genuine connection, as indicated by remarks about a “wonderful young man whom I trust unequivocally.”

👍 Reviews of Edward Jones - Financial Advisor: David W Jones, CFP®|CAP®|AAMS™

Don M.

5/5

A wonderful young man whom I trust unequivocally.

Hunter S.

5/5

7 7.

5/5