Seal Beach, CA Seal Beach Boulevard 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

13001 Seal Beach Boulevard, Suite 225

Seal Beach CA 90740

Advisors at this office

2

Advisors at this office

Sean P

CFP®, ChFC®, Series 63, Series 66

Seal Beach, CA

Edward Jones

Sean Payne is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with Edward Jones since 2002. Payne serves as a board member emeritus for the Los Alamitos Education Foundation and is an active board member of Precious Life Shelter in Los Alamitos, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Meghan M

Series 66

Seal Beach, CA

Edward Jones

Meghan Mc Nealy is a Series 66-registered financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2017, with a four-year gap prior to that. 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 and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

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