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Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA®
12428 York Street, Thornton, Colorado, United States
About the Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA®
Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA® is a trusted financial institution located at 12428 York Street in Thornton, Colorado, United States. Specializing in finance, Jason K Gocke offers expert advice and personalized financial planning services to help clients achieve their financial goals. With certifications in Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA®), clients can trust in Jason's expertise and dedication to helping them secure their financial future. Whether you are planning for retirement, investing for the future, or preparing for a business transition, Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA® is committed to providing top-notch financial guidance and support.
Photos of Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA®
12428 York St, Thornton, CO 80241, United States
Opening hours of Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA®
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 15:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: Jason K Gocke, CFP®|CPWA®|CEPA®
"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."
"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."
"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."
"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."
"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."
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