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Jeffrey H

Series 63, Series 66

Newport Beach, CA

Edward Jones

Jeffrey Householder is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC from 2016 to 2021. He has been with Edward Jones since 2021, based in Newport Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Newport Beach, CA

Edward Jones

Cameron Hume is a financial advisor at Edward Jones in Newport Beach, CA, with two years of industry experience. He holds the Series 66 designation and has previously worked at Toca LLC and Equinox. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Active portfolio management General retirement planning Entertainment Industry
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