Edward Jones - Financial Advisor: David S Tam, CEPA®|AAMS™

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4134 Adams Ave Ste 104

San Diego, CA 92116

+1 (619) 521-1343

https://www.edwardjones.com

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

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Reviews

4.59 reviews

Katie O.

6/15/2020

David did a great job setting up my 401k! I've been very successful since starting with him.

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A M.

4/2/2025

David Tam was my advisor and he's done a lot for me. Thank You, David. I'm very happy to have you on my side.

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A. F.

11/23/2024

David Tam is very through, I would recommend him to anyone. He's been extremely patient and I'm happy with him.

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Xara K.

3/16/2025

Very disappointed with David Tam as an advisor. My investments performed poorly for years under his management when he was under Edward Jones. Now he's with Raymond James. Unfortunately, I...

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Jessica C.

5/19/2009

Kurt is the best financial advisor I have ever worked with. He is great at explaining the investments he chooses for my accounts and I feel confident that he has my best interest in mind. I have...

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