As a Southern California native, I enjoy living an active lifestyle, going to the beach, competing in sports and participating in my church. Growing up, I volunteered with a number of local organizations dedicated to serving the community; whether it was collecting water bottles, helping out at animal hospitals or even cleaning up trash from our beaches, I was glad to contribute to a greater cause.
I studied finance and real estate at Chapman University and earned a bachelor's in business administration. During my college years, I started my own small business and founded Mariner West, a lifestyle clothing brand focused on social responsibility. Our mission was to empower a generation to give back to the community and inspire those to care for our oceans. I became passionate serving this community I grew up in and I wanted to continue helping others where I could.
Prior to Edward Jones, I worked in commercial real estate before diving deeper into the financial services industry. With Waddell & Reed, I focused on investment research - from designing balanced portfolios to analyzing fixed income, I only scratched the surface of what financial service really entails.
What brought me to Edward Jones was the opportunity to make a direct impact in my community by helping people achieve their life goals. I believe in building personal relationships with my clients and getting to know them before creating tailored solutions for their needs. Every individual has a unique situation and I care about taking the time to learn what's most important. That's why I'm out in the neighborhood meeting people the old-fashioned way, face to face.
I am grateful to call Orange County my home and to simply be a resource in our community. I strive to offer the highest level of service and professionalism my clients deserve.
Let's get to know each other over a cup of coffee at my office. I bring the espresso and you bring the statements!
My Personal Interests
- Active Lifestyle
- Spending Time with Family
- Real Estate
- Social Responsibility
Office Address16485 Laguna Canyon Rd Ste 255
Irvine, CA 92618
Phone NumberJonathan Lien at (949) 753-1367
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