Edward Jones - Financial Advisor: Jessica A Lambert - Jamestown, North Carolina

Address: 1228 Guilford College Rd STE 104, Jamestown, NC 27282.
Phone: 63237281.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Edward Jones - Financial Advisor: Jessica A Lambert

Edward Jones - Financial Advisor: Jessica A Lambert 1228 Guilford College Rd STE 104, Jamestown, NC 27282

⏰ Open Hours of Edward Jones - Financial Advisor: Jessica A Lambert

  • Monday: 8 AM–4 PM
  • Tuesday: 8 AM–4 PM
  • Wednesday: 8 AM–4 PM
  • Thursday: 8 AM–4 PM
  • Friday: 8 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

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Introduction to Edward Jones Financial Advisor: Jessica A Lambert

Edward Jones is a well-established financial services firm that has been providing comprehensive financial planning and investment services to clients across the United States for decades. Within this extensive network, Jessica A Lambert emerges as a dedicated financial advisor based in Jamestown, North Carolina, offering expert guidance to individuals and families aiming to secure their financial futures. Her role encompasses a wide array of services designed to help clients navigate complex financial landscapes, with a focus on personalized advice tailored to specific life goals. Edward Jones, as a company, emphasizes client-centric approaches, ensuring that each advisor like Jessica Lambert operates with integrity and professionalism to build long-term relationships.

Professional Background and Specialties

Jessica A Lambert brings years of experience as a financial consultant, specializing in helping clients achieve financial stability through strategic planning and investment strategies. Her expertise extends beyond basic financial advice, as she acts as a finance broker, facilitating transactions such as buying and selling stocks, bonds, and other financial instruments. Additionally, she offers comprehensive investment services, creating customized portfolios that align with individual risk appetites and objectives, and serves as a stock broker, providing real-time market analysis and execution of trades for clients seeking active participation in the stock market.

Among her key specialties, Jessica Lambert is known for her proficiency in several areas that make her a valuable asset for those seeking financial growth. These include:

  • Financial Consultant: She provides in-depth advice on topics such as retirement planning, budgeting, debt management, and estate succession, ensuring clients have a clear roadmap for long-term financial health.
  • Finance Broker: Leveraging her expertise, she assists clients in brokering deals for investments, insurance policies, and other financial products, often negotiating favorable terms to maximize client benefits.
  • Investment Service: Her investment services go beyond simple recommendations, offering ongoing monitoring and rebalancing of portfolios to adapt to market changes and client life events, with an emphasis on diversification to mitigate risks.
  • Stock Broker: As a stock broker, Jessica Lambert empowers clients to trade equities by providing access to real-time data, market trends, and educational resources, helping them make informed decisions in volatile markets.

These specialties highlight her versatility in addressing diverse financial needs, from conservative wealth preservation to aggressive growth strategies. Edward Jones supports its advisors with continuous training and resources, enabling Jessica Lambert to stay updated on industry regulations and market dynamics, further enhancing her ability to deliver high-quality service.

Location and Accessibility

Jessica A Lambert's office is situated at 1228 Guilford College Rd STE 104, Jamestown, NC 27282, placing it in a convenient location within the heart of Jamestown, North Carolina. This address serves as a hub for clients in the surrounding areas, offering easy access to face-to-face consultations and support services. The facility is thoughtfully designed to accommodate all visitors, featuring wheelchair accessible entrances, wheelchair accessible parking spaces in the lot, and wheelchair accessible restrooms, ensuring an inclusive environment for individuals with mobility challenges. These accessibility features reflect Edward Jones' commitment to serving a diverse clientele, making it easier for everyone to engage with financial advisory services without barriers.

For those seeking to learn more about Jessica Lambert or schedule an appointment, the contact information is readily available. The phone number, 63237281, can be dialed directly for inquiries or to book meetings, while the official website, accessible at edwardjones.com, provides detailed profiles of advisors, service offerings, and tools for self-directed learning. It is noteworthy that the website link references \"Jessica Crawford,\" which may be a slight discrepancy, but visitors can navigate to the correct advisor page for accurate information. Appointments are highly recommended, as they allow for dedicated time to discuss financial goals in depth, and the office hours are typically aligned with standard business practices to maximize convenience.

Customer Reviews and Reputation

When it comes to feedback, Edward Jones as a company maintains a positive industry reputation, often praised for its client-focused services and ethical standards. However, based on the provided data, Jessica A Lambert has no reviews listed on Google My Business, and the average opinion stands at 0/5, indicating a lack of user feedback available. This absence could stem from various factors, such as the branch being new, clients preferring private consultations over public reviews, or a focus on building client relationships through direct channels rather than digital platforms. Despite this, Edward Jones is recognized for its rigorous selection process for advisors, ensuring that individuals like Jessica Lambert are qualified professionals who prioritize client education and fiduciary responsibilities.

For potential clients, the absence of reviews serves as a reminder to seek firsthand information through direct communication. It is advisable to contact the office via phone or website to gauge the advisor's experience and client testimonials, as word-of-mouth and professional endorsements can provide valuable insights. The company's overall track record, however, suggests reliability and trustworthiness, with many clients benefiting from the firm's long-standing presence in the financial advisory sector. Edward Jones emphasizes transparency in its services, which can help alleviate concerns about the lack of reviews by providing clear information on investment strategies and performance metrics.

Additional Information and Recommendations

Individuals interested in engaging with a financial advisor like Jessica A Lambert should consider several key factors to ensure a productive partnership. First, it is essential to understand the advisor's credentials, such as certifications (e.g., CFA or Series 65 license), years of experience, and areas of specialization, as these elements directly impact the quality of service provided. Edward Jones ensures that its advisors meet stringent qualifications, with ongoing education requirements to maintain expertise in a rapidly evolving financial landscape. Second, clients should inquire about the fee structure, which may include commissions on products sold or hourly consultation fees, to avoid any surprises and align services with financial objectives.

Moreover, the accessibility of the location and the availability of digital tools are important considerations. The wheelchair accessible features mentioned earlier enhance the physical accessibility, while the website offers online resources for self-service, such as calculators and educational articles. Recommended steps for those seeking financial advice include:

  • Scheduling an initial consultation: This allows Jessica Lambert to assess your financial situation and discuss your goals in a confidential setting.
  • Reviewing the advisor's background: Check for client references or professional affiliations to build confidence in her capabilities.
  • Evaluating service offerings: Ensure that the specialties, such as investment services or stock broking, align with your personal financial needs, like retirement savings or stock trading.
  • Understanding accessibility options: Confirm that the office and digital platforms cater to your preferences, especially if you have any physical or technological requirements.

In summary, Edward Jones and Jessica A Lambert present a compelling option for financial advisory services in Jamestown, combining professional expertise with accessible facilities. While the review data is limited, the company's commitment to client care and the advisor's diverse skill set make it a strong choice for those looking to secure their financial futures. By taking proactive steps to gather information and schedule meetings, clients can fully leverage the services offered and achieve greater financial security.

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