Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA® - Thornton, Colorado

When seeking financial guidance in Thornton, CO, Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA® stands out as a reliable choice. Located at 12428 York St, Thornton, CO 80241, United States, Jason Gocke offers a comprehensive range of financial services including Financial Advisor, Finance Broker, Investment Service, and Stock Broker. His credentials, highlighted by the prestigious designations CFP®, CPWA®, and CEPA®, underscore his expertise and commitment to helping clients achieve their financial goals.

For those interested in visiting or contacting Jason K Gocke, it's worth noting that Edward Jones is accessible with facilities that cater to all visitors, including wheelchair-accessible car park and toilet. This ensures that everyone can receive the personalized financial advice they need in a convenient setting. Although it's recommended to appointments, walk-ins are also welcome, though scheduling may enhance your experience.

Clients have left their feedback, with Edward Jones boasting 7 reviews on Google My Business. The average opinion is a commendable 3.9 out of 5, indicating a satisfactory level of service and client satisfaction. This positive reception suggests that Jason Gocke is not only knowledgeable but also adept at delivering the personalized attention that clients value.

To anyone looking for expert financial advice, considering Jason K Gocke's services could be a wise decision. His focus on finance brokerage, strategic investment services, and tailored financial planning positions him well to guide individuals through the complexities of the financial market. Given his professional standing and the positive feedback from clients, prospective clients can expect a high level of service quality and professionalism.

For those in the Thornton area or beyond who are seeking to enhance their financial future, contacting Jason K Gocke through Edward Jones' website at edwardjones.com is highly recommended. This platform not only provides direct access to Jason but also offers resources to help you understand the services he provides better before reaching out.

👍 Reviews of Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA®

Paul M.

1/5

Jason Gocke churned my mother's Edward Jones investment account. She only had mutual funds for years and Jason rebalanced her portfolio in fixed income funds for retirement. He called her a few months later to sell one of those funds and buy a stock for dividends. The problem is will take 4 years of dividends to pay back the high commissions on the buy and sell. EJ's own report of this stock stated it had a junk bond rating and concerns about paying the dividend, so Jason had very poor reason to recommend it. The stock tanked and lost half its value. This was a classic churn that only enriched the broker and his company. Deal with him at your own risk.

Andre C. J.

1/5

When I first started seeing Jason six years ago he recommended a new mutual fund to begin investing in. I recently moved and had a new advisor look over my portfolio. The new advisor was utterly dismayed at the choices made. Not only did the fund chosen for me grossly underperform it’s peers, but the share class put me in an annual fee category that was much higher than said peers. In other words I paid higher fees for an underperforming fund. Certainty I do not blame him or Edward Jones for something that under performed, but notes in the record never indicated why the choice was made in the first place and over a 6-year period, the advisor questioned why a correction never occurred. I simply have lost trust for the entire Edward Jones network after hearing about this mismanagement.

Anne P.

5/5

Jason has been a hardworking, trustworthy, informed, and informative financial advisor to my husband and me for six years. I would recommend him to any of my friends.

Karen S.

5/5

Either my parents, myself and or my husband have been doing business with Jason K. Gocke for over 15 years and have never had any problems. In fact, we couldn't be happier on how he has handled our finances with him.

carla K.

5/5

We have been with Jason at Edward Jones for many years and have always had great service. He is knowledgeable and seems to be interested in our well being and retirement goals.

Molly M.

5/5

I've had Jason as my financial advisor for over 6 years now. He works hard and is trustworthy.

Rolf H.

5/5

Everything went great. Jason is extremly helpful and knowledgeable