Lake Forest, CA Lake Center Dr 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

23101 Lake Center Dr, Ste 340

Lake Forest CA 92630

Advisors at this office

2

Advisors at this office

Christian C

Series 66

Lake Forest, CA

Edward Jones

Christian Connella is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His background includes roles at Chapman University and involvement with Big Arms Swimmers. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals
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Jamie Lee G

Series 66

Lake Forest, CA

Edward Jones

Jamie Lee Gehrmann is a financial advisor with Edward Jones in Lake Forest, CA, holding a Series 66 designation and beginning her industry experience in 2024. Prior to joining Edward Jones, she worked in various roles across multiple industries including security services, fitness, construction, and tax preparation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

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