Empowering my clients to reach their financial goals is my passion. In 2003, I began my career as a financial advisor and my focus is to help people become confident in their financial decisions. Our team strives to ensure our clients feel heard and understood, and we treat every person with respect as we learn about their unique story.
I create tailored solutions to help solve the needs of clients, specifically:
- Individual investors who are serious about developing a strategic retirement income distribution strategy and are preparing for retirement within the next five years.
- High net worth clients who are looking for tax sensitive solutions.
- Small business owners who want to maximize their investment opportunities through their company and provide excellent investment education for their employees.
To help me meet my clients needs I attained the CFP® professional designation.
Finding ways to volunteer and support my community is important to me. I served as an ambassador for the Placentia Chamber of Commerce, speaker for the Parent University for the PYLUSD, marketing chair for the OC Financial Society, member of the Financial Planning Association, Brea Chamber of Commerce and the Manufacturers Networking Group and lector at St. Martin De Porres Catholic Church.
My senior branch office administrator, Ernestine Lespron, has been with Edward Jones since 2011 and is dedicated to providing you with the highest level of service. Her favorite pastimes include gardening and spending time with family.
My greatest joy is being a father. Madison is 14 years old and a freshman at Rosary Academy. She has a passion for art and plays on the varsity golf team. In my free time, I enjoy trail running, traveling and golfing.
For over 17 years, I've delighted in helping others set goals and gain a sense of control over their future. I enjoy teaching others about ways to save and invest, and how proactive planning can change the trajectory of their family's legacy.
- Retirement Income Strategies
- Wealth Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
- Real Estate
Phone NumberJonathan M Lising at (714) 256-4529
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