Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jeffrey Bohn is a financial advisor based in Pleasanton, California, affiliated with Edward Jones. He provides financial planning and investment guidance to clients in the local area. His services include retirement preparation, education savings strategies, and tax-smart investment management. Jeffrey focuses on helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

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