Edward Jones - Financial Advisor: Bradley Berman

Matthew O. _{on Yelp}

Dec 8th, 2016

Jamie has been my financial advisor for 3 years now and I have been incredibly happy with his services. He takes difficult to understand concepts and makes them easy to understand and follows-up with me personally every time the market takes a dip. He helped me set goals and I feel very confident that I will be able to reach those goals. HIs office is super convenient to get to and Elaine who works up front is great as well. I have referred my older brother, aunt, and several friends to Jamie and he has taken great care of them as well!

Skyler W. _{on Yelp}

Dec 22nd, 2013

I walked into Jamie's office with a stagnant 401k from an old employer and not a clue about how to invest or how to even establish my own portfolio. The thing I like about Jamie is his ability to break it down for you in an easy-to-understand way. There is no question the guy knows his stuff, but I appreciated that he took the time to educate me and involve me in the process. I feel a lot better knowing somebody is in my corner when it comes to finances and I am glad that person is Jamie!

Kelly A. _{on Yelp}

Jul 16th, 2013

I had a great experience with Jamie. I was in need of some financial advice and education and he spent over an hour going over my expenses and reviewing my budget with me. I would recommend meeting with Jamie and consider investing with him. He is reliable and helpful and his team is wonderful as well.

Brian K. _{on Yelp}

Jan 27th, 2013

WOW, Jamie is such a sharp cat!!!!  I signed up with him about 1 year ago and he was so helpful with explaining the different options for investing.  I now have 5 accounts and feel very confident that my money is in good hands.  Jamie and his team have been AMAZING with following up to make sure things are turned in and having all the accounts in order.  They have a great office in La Jolla which is very convenient because I do alot of business there.  And I could stop by to ask a few questions or to check on my portfolio.  I just can't say enough good things about my experience so far with Jaime Meronoff and with Edward Jones.I would highly recommend them to anyone looking to start or even add to their investment portfolio!!!  I plan on a lifetime relationship because the level of trust is so high.

David L. _{on Yelp}

Jan 3rd, 2013

I've been working with Jamie for over a year now. He is very informative and attentive to my needs. Initially, I consulted with him about ideas for my short to intermediate financial goals, and together we tailored an investment plan that provided me with the steady and reliable growth I sought. Now, three months after I've been married, my wife and I plan to continue to work with Jamie on our entire financial picture, from budgeting, to saving for our first home, to saving for retirement. With Jamie you get A+ client relations; his enthusiasm for his job is evident. I highly recommend his services.