Ojai, CA Maricopa Hwy Office

Ivan Chen is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held positions at JP Morgan Securities, JPMorgan Chase Bank, Northwestern Mutual, City National Bank, MUFG Union Bank, and AIG. Outside of his advisory role, he serves on the Budget Committee of the Humane Society of Ventura County and assists as Treasurer-Analyst for Ojai Valley Democrats; he also manages accounting functions for a health and wellness center owned by his spouse. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Nancine Hayden is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at Krummrich Engineering Corporation from 2014 to 2020. She also volunteers on the finance committee of the Ventura Land Trust, where she assists with budgeting and investment activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary wrap fee strategies along with access to separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in the industry.