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Justin S

Series 63, Series 66

Marina Del Rey, CA

Edward Jones

Justin Smith is a financial advisor at Edward Jones in Marina Del Rey, CA, holding Series 63 and Series 66 credentials with seven years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Union Bank. Outside of his advisory work, he owns and operates Apex Fitness & Health LLC, providing personal fitness training services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers various managed account strategies along with affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachariah K

Series 66

Marina Del Rey, CA

Edward Jones

Zachariah Klippel is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Citi Private Bank, Merrill Lynch, and Bank of America NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner Self-Employed
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Andrew C

Series 66

Marina Del Rey, CA

Edward Jones

Andrew Cereghino is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Envision Entertainment Consulting, Alpha FMC, Ernst & Young, and BlackRock. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Real estate investing Attorney Women Professionals
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Lynne N

Series 63, Series 66

Marina Del Rey, CA

Edward Jones

Lynne Neuman is a financial advisor with Edward Jones in Marina Del Rey, CA, holding Series 63 and Series 66 designations and five years of industry experience. Her career includes previous roles at Wells Fargo and Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branches.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner Government Employee
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Mark G

Series 66

Marina Del Rey, CA

Edward Jones

Mark Gibbs is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at Volt Technologies, Casco Antiguo, Zocalo, and Vail Resorts, as well as running his own business for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Technology Professional Educators, Teachers, and Academics Entertainment Industry Oil & Gas
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Ramona I

ChFC®, Series 66

Marina Del Rey, CA

Edward Jones

Ramona Ivy is a financial advisor at Edward Jones in Marina Del Rey, CA, holding the ChFC® designation and Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she spent ten years with State Farm Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Business succession planning General estate planning guidance Founder/Business Owner Women Professionals Women Business Owners
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