Westlake Village, CA 2629 Townsgate Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

2629 Townsgate Rd Suite 135

Westlake Village CA 91361

Advisors at this office

3

Advisors at this office

Regina K

Series 66

Westlake Village, CA

Edward Jones

Regina Korossy is a Series 66–credentialed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Pepperdine University from 2008 to 2018. Outside of her advisory work, she provides overall strategic guidance for Dandeeline, LLC, a women's jewelry business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Tatiana B

CFP®, Series 66

Westlake Village, CA

Edward Jones

Tatiana Barry is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Westlake Village, CA. She has been with Edward Jones since 2014. Outside of advising, she owns and manages a rental property in Chicago. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

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

Nadia E

ChFC®, Series 66

Westlake Village, CA

Edward Jones

Nadia Eldib is a ChFC® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She has 11 years of experience in the industry and is based in Westlake Village, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies as well as affiliated mutual funds and tax-efficient services.

Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Founder/Business Owner Executive Intergenerational Families Divorced Widow/Widower
View complete list of advisors at this office
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