I am a financial advisor with Edward Jones, a financial service firm dedicated to serving the needs of individual investors. Our firm is built on the belief that the best way to do business is on a one-on-one, personal basis. Partnering with our clients, like investing, should be for the long term. As a branch team, we want to understand what is important to you. We have an established process to build personalized strategies to help you reach your goals. And we will partner with you throughout your life to help keep you on track.
I grew up watching my father work at Edward Jones, helping people plan for the unexpected and prepare for a work-optional retirement so they could realize their dreams. I am also committed to motivating my clients to take control of their finances so they can maximize their investments and financial freedom.
Clients often choose to work with me because of my disciplined process. I am here to ensure that they stay on track and together we will make any adjustments that are necessary due to changes in the economy or their personal situation. In addition to working with individual investors, I also work with many successful business owners. For our business owners, I work with their CPA to implement business retirement plans, key man insurance and succession planning strategies.
I have served the firm as a field training leader to new financial advisors coming on board with Edward Jones. I am very involved in my community and church. I am a member of the Board of Directors for the Costa Mesa Chamber of Commerce. I chair the Foundations Committee for the Kiwanis Club of Costa Mesa.
I have a degree in business administration from Vanguard University. I hold the CRPS® designation and I am currently studying for my CFP® exam.
I live in Costa Mesa with my wife, Brittany, and children Maverick and Sedona. My interests include baseball, golf, traveling and gardening.
My Personal Interests
- Spending Time with Family
- Community Outreach
- Coaching Sports
Office Address940 South Coast Drive
Costa Mesa, CA 92626
Phone NumberNick Peterson at (714) 486-1849
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||07:30AM - 04:00PM|
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