Westlake Village, CA 2535 Townsgate Road 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

2535 Townsgate Road Suite 201

Westlake Village CA 91361

Advisors at this office

3

Advisors at this office

Paul B

Series 66

Westlake Village, CA

Edward Jones

Paul Blair IV is a financial advisor with Edward Jones in Westlake Village, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and maintains a large network of advisors and branches nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Brandi J

Series 66, Series 63

Westlake Village, CA

Edward Jones

Brandi Johnson is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Edward Jones in 2025, she worked at JP Morgan Chase Bank, N.A. for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions. The firm operates under a fiduciary standard and provides various investment options, including separately managed accounts and affiliated mutual funds, 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

Haresh P

Series 66

Westlake Village, CA

Edward Jones

Haresh Patel is a financial advisor at Edward Jones in Westlake Village, CA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at BloomHealth, USDM Life Sciences, and AMGEN Inc., where he worked for over two decades. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Startup equity planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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