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Edward Jones - Financial Advisor: Adam Wang, CFP®|CIWM|CIM®|FCSI®|CEPA®

5.0 43 reviews
Overall rating
5.0
out of 5
43 reviews
5 star 98%
4 star 2%
3 star 0%
2 star 0%
1 star 0%

About Edward Jones - Financial Advisor: Adam Wang, CFP®|CIWM|CIM®|FCSI®|CEPA®

The business, Edward Jones - Financial Advisor, is highly recommended by its clients for its professional and dependable services. The financial advisor is described as knowledgeable, empathetic, and dedicated to understanding clients' needs and helping them achieve their financial goals. Clients have been working with the advisor for many years and are very satisfied with the relationship.

Aug 2026
5.0
I have been a client of Adam Wang at Edward Jones for over 5 years. He has been managing my corporate investments with great expertise, and my portfolio has grown steadily without me having to constantly worry about market fluctuations. Adam always provides tailored financial advice that fits my business goals, and he patiently addresses every question I have. He is exceptionally professional, knowledgeable, and responsive.
Jan 2026
5.0
I have a high level of trust in Adam and feel confident in his guidance. He is knowledgeable, professional, and has strong integrity, and he explains his recommendations in a clear, easy-to-understand way.

He first reached out to me over 10 years ago and stayed in touch in a respectful, low-pressure way until I decided to move forward about five years ago. Since then, he has been attentive, conscientious, and very responsive, as is his entire team including Fen-Fen his assistant. I’ve been very pleased with the results he has delivered and I’m so glad I chose to work with him.
Jan 2026
5.0
Adam has been our financial advisor for 12 years, and we couldn't be more pleased with his mindful care of our funds. He is highly professional, with an approachable manner, answering all questions with detail and confidence. His regular check in’s are timely and purposeful with any updates needed. Our returns under his management have been steady and good. We would highly recommend Adam to anyone in need of a financial service.
Photos of Edward Jones - Financial Advisor: Adam Wang, CFP®|CIWM|CIM®|FCSI®|CEPA®, 3650 Mount Seymour Parkway Suite 206,  North Vancouver
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Hours

Monday 8:30AM - 5PM
Tuesday 8:30AM - 5PM
Wednesday 8:30AM - 5PM
Thursday 8:30AM - 5PM
Friday 8:30AM - 5PM
Saturday Closed
Sunday Closed

Location

3650 Mount Seymour Parkway Suite 206, North Vancouver, BC V7H 2Y5

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Edward Jones - Financial Advisor: Adam Wang, CFP®|CIWM|CIM®|FCSI®|CEPA® · 3650 Mount Seymour Parkway Suite 206, North Vancouver, BC V7H 2Y5

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