EDWARD JONES INVESTMENTS - David S Peterson

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12750 Carmel Country Rd Ste 208
San Diego, CA 92130
+1 (858) 523-0210
https://www.edwardjones.com

Located in San Diego, CA, Edward Jones Investments, led by David S Peterson, is a financial services firm specializing in assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their services extend to personalized guidance, focusing on tailored solutions in investment management, retirement and estate planning, and education savings programs. The firm boasts a network of dedicated financial advisors available across the nation, prioritizing the cultivation of robust advisor-client relationships through consultations and continuous support to aid clients in preparing for life's changing phases.

At Edward Jones Investments in San Diego, CA, under the leadership of David S Peterson, the emphasis is on individualized client care, with a commitment to crafting customized strategies rather than offering a one-size-fits-all, transactional experience. This approach ensures that thoughtful planning is within reach for a diverse range of investors, fostering accessibility and inclusivity in the realm of financial planning and investment management.

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