Fullerton, CA Brea Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

1370 Brea Blvd Suite 145

Fullerton CA 92835

Advisors at this office

2

Advisors at this office

Jeremy H

Series 66, Series 63

Fullerton, CA

Edward Jones

Jeremy Hui is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services. Outside of finance, he was involved with Casa Medici Designs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Inheritance planning Wealth management Retired Founder/Business Owner Executive

Jason O

Series 63, Series 66

Fullerton, CA

Edward Jones

Jason Orsini is a financial advisor with Edward Jones in Fullerton, CA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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