If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and you.
We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where you live and work because that's the best way to get to know you and to help you reach your financial goals.
Areas Edward Jones Investments Proudly Serves
My service areas include self directed IRA and Roth IRA's. Business Retirement plans, 401k, 403b, defined benefit plans, Simple and SEP plans. Stocks, Bonds, Mutual Funds, Unit Investment Trusts, College savings plans, wealth transfer strategies, retirement strategies and retirement income.
Meet Spencer Crume - Financial Advisor at Edward Jones Investments
My wife and I, along with our three children have been proud to call the North State our home for the past 37 years. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Barbara, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office for more information.