Newport Beach, CA Newport Center Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

250 Newport Center Dr, Suite 206

Newport Beach CA 92660

Advisors at this office

2

Advisors at this office

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Jeffrey H

Series 63, Series 66

Newport Beach, CA

Edward Jones

Jeffrey Householder is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC from 2016 to 2021. He has been with Edward Jones since 2021, based in Newport Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Cameron H

Series 66

Newport Beach, CA

Edward Jones

Cameron Hume is a financial advisor with Edward Jones in Newport Beach, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Toca LLC and Equinox. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Active portfolio management General retirement planning Entertainment Industry
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