Marina Del Rey, CA Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Edward Jones is a full‑service wealth management firm that serves more than four million individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension/profit‑sharing plans, corporate clients and charitable organizations. The firm operates an SEC‑registered advisory program (the Edward Jones Investment Advisory Program) and reported approximately $1.01 trillion in AUM, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

The firm offers both discretionary and non‑discretionary wrap fee strategies (Managed Solutions, Custom Managed Solutions, FA Managed and Client Directed), access to separately managed accounts (SMAs), and affiliated mutual funds and a proprietary money market fund managed by an affiliate. Edward Jones provides overlay and tax‑efficient services (including a tax‑loss harvesting offering), pilots a Multi‑Year Transition Service and an Alternative Investments pilot for Custom Managed Solutions, and operates under a fiduciary standard when providing its advisory services.

Compared with many peers in the institutional category, Edward Jones is notable for its very large retail advisor and branch footprint and for maintaining affiliated capabilities beyond advisory services — including a trust company, affiliated mutual funds available primarily in its advisory programs, and a securities‑based lending option. The firm also recently updated its practices to vote client proxies for all strategies and highlights several program‑specific features and limitations (for example, eligibility rules for certain affiliated funds, SMA implementations and pilots) that clients should review in the firm’s regulatory brochure.

Based on Edward Jones

Expertise

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

4551 Glencoe Avenue Suite 235

Marina Del Rey CA 90292

Advisors at this office

6

Advisors at this office

Justin S

Series 63, Series 66

Marina Del Rey, CA

Edward Jones

Justin Smith is a financial advisor at Edward Jones in Marina Del Rey, CA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and J.P. Morgan. Outside of finance, he owns and operates Apex Fitness & Health LLC, a personal fitness training business. 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 managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports clients through a large nationwide network of financial advisors and branch offices.

General retirement planning Wealth management Passive / index investing Military & Veterans Public Service Employee

Zachariah K

Series 66

Marina Del Rey, CA

Edward Jones

Zachariah Klippel is a financial advisor at Edward Jones in Marina Del Rey, CA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Citi Private Bank, Merrill Lynch, Bank of America NA, and Citicorp Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner Self-Employed

Andrew C

Series 66

Marina Del Rey, CA

Edward Jones

Andrew Cereghino is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Envision Entertainment Consulting, Alpha FMC, Ernst & Young, and BlackRock. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Real estate investing Attorney Women Professionals

Lynne N

Series 63, Series 66

Marina Del Rey, CA

Edward Jones

Lynne Neuman is a financial advisor with Edward Jones in Marina Del Rey, CA, holding Series 63 and Series 66 designations and five years of industry experience. Her career includes previous roles at Wells Fargo and Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branches.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner Government Employee

Mark G

Series 66

Marina Del Rey, CA

Edward Jones

Mark Gibbs is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at Volt Technologies, Casco Antiguo, Zocalo, and Vail Resorts, as well as running his own business for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Technology Professional Educators, Teachers, and Academics Entertainment Industry Oil & Gas

Ramona I

ChFC®, Series 66

Marina Del Rey, CA

Edward Jones

Ramona Ivy is a financial advisor at Edward Jones in Marina Del Rey, CA, holding the ChFC® designation and Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she spent ten years with State Farm Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Business succession planning General estate planning guidance Founder/Business Owner Women Professionals Women Business Owners
View complete list of advisors at this office
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