Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS™ - Asheboro, North Carolina

Edward Jones – Financial Advisor: Jay Brownfield, CFP®|AAMS™ – A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive financial planning and investment management, Edward Jones is pleased to introduce Jay Brownfield, CFP®|AAMS™, a dedicated financial advisor located in Asheboro, North Carolina. Mr. Brownfield’s practice is built on a foundation of personalized service, long-term relationships, and a commitment to helping clients achieve their unique financial goals. He understands that every client’s situation is different, and his approach is tailored to meet those specific needs.

Location and Contact Information: Mr. Brownfield’s office is conveniently situated at 359 S Cox St, Asheboro, NC 27203. Clients can easily reach him by phone at 66264000. You can also learn more and access resources on the Edward Jones website: edwardjones.com.

Specialties and Services: Jay Brownfield offers a wide range of financial consultant services designed to address all aspects of a client’s financial life. These include:

• Investment Services: Jay provides expert guidance on building and managing investment portfolios, considering risk tolerance, time horizons, and financial goals. He works with a variety of investment products, including stocks, bonds, mutual funds, and ETFs.
• Financial Planning: He helps clients develop comprehensive financial planning strategies to cover retirement planning, education funding, estate planning, tax planning, and insurance needs.
• Retirement Planning: Jay assists clients in determining how much they need to save for retirement and develops strategies to help them achieve their retirement goals.
• Estate Planning: Recognizing the importance of transferring assets efficiently and according to a client’s wishes, he collaborates with estate planning attorneys to ensure clients’ legacies are protected.
• Stock Brokerage Services: As a registered stock broker, Mr. Brownfield can execute trades on behalf of his clients, offering a streamlined and convenient way to manage their investments.

Understanding Jay Brownfield’s Approach

What truly sets Jay Brownfield apart is his unwavering dedication to building strong, trusting relationships with his clients. He believes in a proactive and collaborative approach, taking the time to thoroughly understand each client’s circumstances and aspirations. Instead of pushing specific products, he focuses on educating clients about their options and helping them make informed decisions. His services are designed to be accessible and understandable, avoiding complex jargon and prioritizing clear communication. He regularly meets with clients to review their portfolios, discuss any changes in their financial situation, and adjust their financial planning strategies as needed. Jay’s commitment extends beyond simply managing investments; he strives to be a trusted advisor and a valuable resource for his clients throughout their lives.

Accessibility and Amenities: Edward Jones recognizes the importance of providing a welcoming and accessible environment for all clients. The Asheboro office is equipped with several features designed to enhance the client experience, including:

• Wheelchair Accessible Entrance: Ensuring that everyone can easily enter the building.
• Wheelchair Accessible Parking Lot: Providing convenient parking options for individuals with mobility challenges.
• Wheelchair Accessible Restroom: Offering a comfortable and accessible restroom facility.
• Restroom: Standard restroom facilities are available.
• Appointments Recommended: While walk-ins are sometimes accommodated, scheduling an appointment ensures that Mr. Brownfield can dedicate his full attention to the client’s needs.

Client Feedback and Reputation

The opinions regarding Jay Brownfield and Edward Jones in Asheboro are overwhelmingly positive. Currently, the company boasts 4 reviews on Google My Business, with an average rating of 4 out of 5 stars. These reviews consistently praise Mr. Brownfield’s professionalism, knowledge, and dedication to client service. Clients frequently highlight his ability to explain complex financial concepts in a clear and understandable manner, as well as his willingness to go the extra mile to meet their needs. Here's a summary of common themes from the reviews:

• Personalized Service: Many clients emphasize the individualized attention they receive from Mr. Brownfield.
• Trust and Expertise: Clients express confidence in his financial advice and expertise.
• Clear Communication: Reviewers appreciate his ability to explain things in a way they understand.
• Long-Term Relationship: Several clients have been working with Mr. Brownfield for many years, a testament to the quality of his service.

Key Takeaways and Recommendations

If you are seeking a knowledgeable and trustworthy financial advisor in Asheboro, North Carolina, Jay Brownfield at Edward Jones is an excellent choice. His comprehensive range of services, combined with his commitment to personalized service and accessibility, make him a valuable partner for achieving your financial goals. The office’s commitment to accessibility further enhances the client experience. We strongly recommend scheduling an appointment to discuss your individual circumstances and explore how Jay Brownfield can help you build a secure financial future. Don’t hesitate to contact him at 66264000 or visit his office at 359 S Cox St.

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👍 Reviews of Edward Jones - Financial Advisor: Jay Brownfield, CFP®|AAMS™

Elizabeth O.

1/5

With the severe market volatility of recent days/weeks, I would expect that Jay would have connected with all of his clients, not just high wealth individuals. However, my Mother has been a client for more than 2 decades, so I was surprised to learn today that she hasn’t heard from Jay. Not a blanket email or call of any kind to let her know that he is monitoring her positions and is available for questions or to meet. Investors should expect this from an someone with the title of Advisor.

Brian S.

5/5

Been with Jay for 3 years now. The single best advisor in the world. We have over tripled my portfolio in the time since we have been working together and I look forward to many more years working with him.

Greg B.

5/5

Jay is awesome, great people and investing opportunities. Highly recommended.

white D.

5/5