Edward Jones - Financial Advisor: Tevin Mercer
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1625 The Alameda #601, San Jose, CA 95126
- Phone
- (408) 298-6588
- Website
- edwardjones.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–4:30 PM
- Tuesday: 8 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
Looking for financial advice in San Jose? Edward Jones - Financial Advisor: Tevin Mercer helps clients with investment planning and portfolio guidance across Santa Clara County.
Our advisor knows the details of retirement accounts well, and he can help with rollovers, such as moving an old 401(k) after a career change, while looking at your whole portfolio. We take the time to understand what matters most to you, then work with you to set up a plan that fits your goals.
Our office is friendly and runs smoothly, so you can expect a welcoming visit each time you stop in.
Whether you're just starting to invest or reviewing an existing portfolio, we're happy to talk through your options, so we invite you to book a visit through our booking page.
Our advisor knows the details of retirement accounts well, and he can help with rollovers, such as moving an old 401(k) after a career change, while looking at your whole portfolio. We take the time to understand what matters most to you, then work with you to set up a plan that fits your goals.
Our office is friendly and runs smoothly, so you can expect a welcoming visit each time you stop in.
Whether you're just starting to invest or reviewing an existing portfolio, we're happy to talk through your options, so we invite you to book a visit through our booking page.