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
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More