Watsonville, CA Auto 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

563 Auto Center Dr Suite 101

Watsonville CA 95076

Advisors at this office

2

Advisors at this office

Diana B

Series 66

Watsonville, CA

Edward Jones

Diana Brenneise is a financial advisor with Edward Jones, holding a Series 66 designation and possessing eight years of industry experience. She has been with Edward Jones since 2013. 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 supported by a large nationwide network of advisors and branch offices. 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.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management Technology Professional Intergenerational Families

Luann L

Series 63, Series 66

Watsonville, CA

Edward Jones

Luann Lauesen is a financial advisor with Edward Jones in Watsonville, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience, all with her current firm since 2003. Outside of her advisory role, she is a partner in Heights Market Partnership, which manages a property related to a former grocery store owned by the partnership. 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 broad range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer Self-Employed
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