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Edward Jones - Financial Advisor: Shayn Moritz, CFP®Financial advisor in Kelowna, BC

Edward Jones - Financial Advisor: Shayn Moritz, CFP® is a financial advisor at 5860 B Beach Ave, Peachland, BC V0H 1X7, ranked #5 of 34 investment advisors in Kelowna and rated 5.0 from 3 Google reviews. Open Monday to Friday.

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.

Kelowna, BCUpdated 0 paid placements in any rankingHow we rank

Call (250) 767-3358Website ↗

Key facts

Key facts about Edward Jones - Financial Advisor: Shayn Moritz, CFP®
Address5860 B Beach Ave, Peachland, BC V0H 1X7, Kelowna, BCGet directions
Phone(250) 767-3358
Websiteedwardjones.ca
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Kelowna and 2 towns within 40 km: West Kelowna and Penticton.

Based in Kelowna, BCView on map

Opening hours

Opening hours for Edward Jones - Financial Advisor: Shayn Moritz, CFP®
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Edward Jones - Financial Advisor: Shayn Moritz, CFP®

How is Edward Jones - Financial Advisor: Shayn Moritz, CFP® ranked in Kelowna?

Edward Jones - Financial Advisor: Shayn Moritz, CFP® is ranked #5 of 34 investment advisors in Kelowna by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Edward Jones - Financial Advisor: Shayn Moritz, CFP®’s hours?

Edward Jones - Financial Advisor: Shayn Moritz, CFP® is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Edward Jones - Financial Advisor: Shayn Moritz, CFP® serve?

Serves Kelowna and 2 towns within 40 km: West Kelowna and Penticton. 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: Shayn Moritz, CFP®?

Edward Jones - Financial Advisor: Shayn Moritz, CFP® has a rating of 5.0 from 3 Google reviews. 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: Shayn Moritz, CFP®?

Call Edward Jones - Financial Advisor: Shayn Moritz, CFP® on (250) 767-3358. The business is at 5860 B Beach Ave, Peachland, BC V0H 1X7, Kelowna, BC. 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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Compare nearby financial advisors

Edward Jones - Financial Advisor: Shayn Moritz, CFP® compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Edward Jones - Financial Advisor: Shayn Moritz, CFP® (this business)—665.0 (3)NoNo
Matte & Associates Financial Solutions#3685.0 (130)NoNo22.3 km
Odlum Brown Limited Kelowna#4684.3 (8)NoNo23.1 km
Insight Planning Wealth Management#6655.0 (56)NoNo22.7 km

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