Edward Jones - Financial Advisor: Jerry Newman, AAMS®

Services Offered

• Investment guidance
• Financial planning
• Retirement preparation
• Education savings
• Tax-efficient investing

About

Jerry Newman is a financial advisor based in Granite Bay, California, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing. Jerry emphasizes the importance of face-to-face consultations to understand clients' unique financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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