Edward Jones - Financial Advisor: Ian White, CFP
Financial Consultant
26400 La Alameda, Suite 104 Mission Viejo, California 92691I had a rather complex issue that involved setting up a monthly distribution from my IRA and depositing it in a joint account as well as obtaining a written statement cit ... more
Edward Jones - Financial Advisor: Jason K Somrak, ChFC|CEPA
Financial Consultant
26161 Marguerite Pkwy, Suite D Mission Viejo, California 92692Jason has been helping me manage my assets for almost a decade. He is smart, reliable and trustworthy. With the help of his team, I know that I'll be prepared for ret ... more
Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA
Financial Consultant
26440 La Alameda, Suite 380 Mission Viejo, California 92691Jackie is extremely knowledgeable and educated. After meeting her, she treats you like family, and I know and have all the trust in her as my financial advisor.
Edward Jones - Financial Advisor: Robert Brown
Financial Consultant
27772 Vista Del Lago, 21 Mission Viejo, California 92692The dismissal by letter without a phone call, or explanation is shocking. I have been with major financial institutions since 1990 (several well known names) and have ne ... more
Mo Said
Financial Consultant
28641 Marguerite Pkwy Mission Viejo, California 92692Mary Ghobry
Financial Consultant
28641 Marguerite Parkway Mission Viejo, California 92692DataFi Payments Inc
Financial Consultant, Consultant
26522 La Alameda STE 310 Mission Viejo, CA 92691DataFi has been an exceptional business partner to work with. Travis and Cole are easy to reach, transparent, and give me confidence for myself and my customers. Highly r ... more