Seal Beach, CA Pacific Coast Hwy 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

500 Pacific Coast Hwy Ste 106

Seal Beach CA 90740

Advisors at this office

2

Advisors at this office

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J M

Series 66, Series 63

Seal Beach, CA

Edward Jones

J Mattingly is a financial advisor at Edward Jones with one year of industry experience. He holds Series 66 and Series 63 registrations. His prior work experience includes roles at Chocolatte Enterprises, American Art Construction, NYLife Securities LLC, New York Life, and Saint Marc USA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive advisory program. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies alongside affiliated mutual funds and tax-efficient services.

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

Stephanie B

Series 66

Seal Beach, CA

Edward Jones

Stephanie Bartels is a financial advisor with Edward Jones in Seal Beach, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside her advisory role, she is a landlord and property owner in Long Beach, CA. 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 and 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.

Divorce financial planning Business ownership considerations Retirement income strategy Multi-generational wealth transfer Wealth management Founder/Business Owner
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