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Edward Jones - Financial Advisor: Bart LancellottiFinancial advisor in Happy Valley, OR

Edward Jones - Financial Advisor: Bart Lancellotti is a financial advisor at 15914 SE Happy Valley Town Center Dr, Happy Valley, OR 97086, rated 5.0 from 1 Google review.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Happy Valley, OR0 paid placements in any rankingHow we rank

Call (503) 698-6971Website ↗

Key facts

Key facts about Edward Jones - Financial Advisor: Bart Lancellotti
Address15914 SE Happy Valley Town Center Dr, Happy Valley, OR 97086Get directions
Phone(503) 698-6971
Websiteedwardjones.com
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment Advisorsadditional Google category
  • Stockbrokersadditional Google category

Service area

Serves Happy Valley and 11 towns within 25 miles: Damascus, Lents, Oatfield, Gladstone, Gresham, Oak Grove, Milwaukie, West Linn, Oregon City, Lake Oswego and Troutdale.

Based in Happy Valley, ORView on map

Questions about Edward Jones - Financial Advisor: Bart Lancellotti

What areas does Edward Jones - Financial Advisor: Bart Lancellotti serve?

Serves Happy Valley and 11 towns within 25 miles: Damascus, Lents, Oatfield, Gladstone, Gresham, Oak Grove, Milwaukie, West Linn, Oregon City, Lake Oswego and Troutdale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Edward Jones - Financial Advisor: Bart Lancellotti?

Edward Jones - Financial Advisor: Bart Lancellotti has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Edward Jones - Financial Advisor: Bart Lancellotti?

Call Edward Jones - Financial Advisor: Bart Lancellotti on (503) 698-6971. The business is at 15914 SE Happy Valley Town Center Dr, Happy Valley, OR 97086. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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