Lodi, CA 1812 W Kettleman Lane Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

1812 W Kettleman Lane, Suite 5

Lodi CA 95242-4209

Advisors at this office

2

Advisors at this office

Jeremy L

Series 66

Lodi, CA

Edward Jones

Jeremy Lenser is a financial advisor with Edward Jones in Lodi, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and manages a commercial property in Lodi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network, branch footprint, and affiliated services beyond advisory offerings.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Active portfolio management Retired Founder/Business Owner Executive

Erin L

CFP®, ChFC®, Series 66

Lodi, CA

Edward Jones

Erin Lenser is a financial advisor with Edward Jones in Lodi, CA, holding the CFP®, ChFC®, and Series 66 licenses and having 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Lenser serves as Foundation Chair for the Lodi Sunrise Rotary, coordinating donations to the Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment options. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Inheritance planning Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals Widow/Widower
View complete list of advisors at this office
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