Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA® - Thornton, Colorado

Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA®, is a reputable financial services firm located at 12428 York St, Thornton, CO 80241, United States. The firm can be contacted via phone at 3032558176 or through their website at edwardjones.com.

Jason K Gocke specializes in financial consulting, finance brokering, investment services, and stock brokerage, making him a well-rounded financial advisor. His certifications, including CFP® (Certified Financial Planner), CPWA® (Certified Private Wealth Advisor), and CEPA® (Chartered Educational Planner), showcase his expertise and commitment to providing high-quality financial advice.

For those with mobility concerns, the office offers wheelchair-accessible parking and restrooms. It is advisable to schedule an appointment in advance to ensure a smooth consultation process.

Edward Jones - Financial Advisor: Jason K Gocke has received 7 reviews on Google My Business, with an average rating of 3.9/5. This feedback indicates a mix of positive and neutral opinions from clients, suggesting that the firm strives to meet a variety of financial needs.

👍 Reviews of Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA®

Paul M.

1/5

Jason Gocke churned my mother's Edward Jones investment account. She only had mutual funds for years and Jason rebalanced her portfolio in fixed income funds for retirement. He called her a few months later to sell one of those funds and buy a stock for dividends. The problem is will take 4 years of dividends to pay back the high commissions on the buy and sell. EJ's own report of this stock stated it had a junk bond rating and concerns about paying the dividend, so Jason had very poor reason to recommend it. The stock tanked and lost half its value. This was a classic churn that only enriched the broker and his company. Deal with him at your own risk.

Andre C. J.

1/5

When I first started seeing Jason six years ago he recommended a new mutual fund to begin investing in. I recently moved and had a new advisor look over my portfolio. The new advisor was utterly dismayed at the choices made. Not only did the fund chosen for me grossly underperform it’s peers, but the share class put me in an annual fee category that was much higher than said peers. In other words I paid higher fees for an underperforming fund. Certainty I do not blame him or Edward Jones for something that under performed, but notes in the record never indicated why the choice was made in the first place and over a 6-year period, the advisor questioned why a correction never occurred. I simply have lost trust for the entire Edward Jones network after hearing about this mismanagement.

Anne P.

5/5

Jason has been a hardworking, trustworthy, informed, and informative financial advisor to my husband and me for six years. I would recommend him to any of my friends.

Karen S.

5/5

Either my parents, myself and or my husband have been doing business with Jason K. Gocke for over 15 years and have never had any problems. In fact, we couldn't be happier on how he has handled our finances with him.

carla K.

5/5

We have been with Jason at Edward Jones for many years and have always had great service. He is knowledgeable and seems to be interested in our well being and retirement goals.

Molly M.

5/5

I've had Jason as my financial advisor for over 6 years now. He works hard and is trustworthy.

Rolf H.

5/5

Everything went great. Jason is extremly helpful and knowledgeable