As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I joined Edward Jones as a financial advisor in 2011, opening the firm's second branch office in Fullerton. In addition, I became a limited partner with Edward Jones in 2019.
Being in the financial services industry for over 19 years, I have served as a wholesaler for industry leaders representing variable and fixed annuities, mutual funds and 401(k) plans. I have also sold directly to small- and medium-size companies dealing with senior staff personnel.
A 1995 graduate of California Lutheran University, I hold a Bachelor’s degree in psychology.
I have also earned the Accredited Asset Management Specialist™ professional designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Nicole, and I have two active boys, Evan and Jake. We enjoy spending time with family and friends, as well as playing sports.
My senior branch office administrator, Karen, has more than 25 years of combined experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- New Investors
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- College Savings
Phone NumberJason D Orsini at (714) 992-2433
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