Costa Mesa, CA 949 South Coast Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

949 South Coast Dr Suite 475

Costa Mesa CA 92626

Advisors at this office

3

Advisors at this office

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Nicklaus P

Series 66

Costa Mesa, CA

Edward Jones

Nicklaus Peterson is a financial advisor at Edward Jones in Costa Mesa, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

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

Series 63, Series 66

Costa Mesa, CA

Edward Jones

Peter Peterson is a financial advisor at Edward Jones in Costa Mesa, CA, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including wrap fee strategies, separately managed accounts, tax-efficient services, and operates under a fiduciary standard.

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

Chelsea E

Series 66

Costa Mesa, CA

Edward Jones

Chelsea Englander is a financial advisor with Edward Jones in Costa Mesa, CA, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones and its affiliate since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Divorce financial planning Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families
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