Edward Jones - Financial Advisor: Jacob W Venetis, AAMS™ - O'Fallon, Missouri

Edward Jones - Financial Advisor: Jacob W Venetis, AAMS™

Edward Jones is a renowned financial services firm that offers a wide range of investment solutions. One of their top financial advisors is Jacob W Venetis, who holds the prestigious AAMS™ (Accredited Asset Management Specialist) designation. With his expertise and dedication, Jacob helps clients achieve their financial goals through personalized advice and strategies.

The firm's main office is located at 2299 Technology Dr Ste 250, O'Fallon, MO 63368, and can be contacted by phone at 65610105. Their website is edwardjones.com.

Specializing in financial consulting, finance brokering, investment services, and stock brokering, Jacob Venetis and his team provide comprehensive financial guidance to help clients navigate the complexities of the market. Their services are tailored to each individual's unique needs, goals, and risk tolerance.

In addition to their professional expertise, Edward Jones and Jacob Venetis prioritize accessibility. Their office features wheelchair accessible parking lot, wheelchair accessible restroom, and a restroom for clients' convenience. Appointments are highly recommended for a more personalized experience.

With a strong commitment to client satisfaction, Edward Jones - Financial Advisor: Jacob W Venetis, AAMS™ has received positive reviews. The company has 1 review on Google My Business, averaging a perfect 5/5 rating. This demonstrates their dedication to providing exceptional financial advice and customer service.

👍 Reviews of Edward Jones - Financial Advisor: Jacob W Venetis, AAMS™

Harriet B.

5/5

Jake was cold-calling when he first became an agent, and my last name just happened to start with B. We hit it off right away, and in the ensuing years, we have become close friends and reached an agreement (early on) about my investment philosophy. As I have grown older and lost my husband, our approach to investing and distributing money has changed, but I trust his judgment implicitly. We are a partnership, and we are friends. I owe not having to worry about having enough money to live on in retirement to Jake, and to the fact that he listens to me when I find something that I think we need to jump on: 3-D printing, for example. We got in on the ground floor because I read and study what's happening in technology. (He was a little bit skeptical at first--it really is hard to imagine how a machine can totally replicate, say, a handgun, or a cell phone, or whatever, but he's on board with me on these things now.) As I age and my brain continues to succumb to dementia, I will trust him to always do the right things for me,

Jake is the son I wish I'd had!...and I love his family as well. My daughter, who is a lawyer in Los Angeles, has entrusted some of her investments to him as well.

I don't know if he is accepting new clients, but if he is, I highly recommend that you make an appointment with him ASAP!