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Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® Owner verified
1516 E Franklin St Suite 202 Chapel Hill, NC, 27514Last time updated: 12/12/25, 3:51 PM
About
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
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Frequently Asked Questions
When was Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® founded?
Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® was founded in 1922.
Which days is Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® specialize in?
English.
What are Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® specialties?
Stocks & Bonds, Investment Managers, Advisors.
What are Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® main products?
Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker.
What are Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® main services?
Stocks & Bonds, Investment Managers, Advisors.
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