Jeremy Lenser is a financial advisor with Edward Jones in Lodi, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and manages a commercial property in Lodi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network, branch footprint, and affiliated services beyond advisory offerings.

Erin Lenser is a financial advisor with Edward Jones in Lodi, CA, holding the CFP®, ChFC®, and Series 66 licenses and having 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Lenser serves as Foundation Chair for the Lodi Sunrise Rotary, coordinating donations to the Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment options. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network.