Westlake Village, CA 340 N Westlake Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,118 advisors across 14,150 offices
Location
340 N Westlake Blvd Suite 165
Westlake Village CA 91362
Advisors at this office
2
Advisors at this office
Pritipal B
Series 66
Westlake Village, CA
Edward Jones
Pritipal Bhinder is a financial advisor at Edward Jones in Thousand Oaks, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Kyle L
CFP®, Series 66
Westlake Village, CA
Edward Jones
Kyle Lundberg is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Westlake Village, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.
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