Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jonathan Lien, CFP®
16485 Laguna Canyon Rd, Irvine, CA
92618, United States
Hours
Reviews
5.0
20 reviews
5 stars
20
4 stars0
3 stars0
2 stars0
1 star0
- SVSaul VieyraAug 21, 20255.0I’ve had the pleasure of working with Jonathan Lien, Financial Advisor at Edward Jones, and Linda Garrido, and I couldn’t be more impressed with their professionalism, knowledge, and genuine care for their clients. Jonathan takes the time to truly understand your financial goals and creates a personalized strategy that feels both practical and forward-thinking, which gave me a lot of confidence in my decisions. Linda is equally amazing—organized, responsive, and always ready to help with any questions or paperwork. Together, they make an incredible team that makes you feel valued and supported every step of the way. If you’re looking for financial guidance from people who really listen and put your interests first, I highly recommend Jonathan Lien and Linda Garrido at Edward Jones!
- DGDaniel GrisalesAug 20, 20255.0Amazing job from Jonathan. Really helped me with my finances.
- PHPayton HaightAug 18, 20255.0I have been a client of Jonathan's for several years. Jonathan and Linda have been great to work with. They are very responsive to any questions, always offer helpful advice, and never push selling services or products that don't benefit me. I highly recommend speaking with Jonathan if you're looking for a financial advisor or brokerage.
- RRRon RothstainJul 31, 20255.0Jonathan is extremely responsive and knowledgeable. Highly recommend him as an advisor!
- RMrobert mcphersonJul 17, 20255.0Jonathan has been a great help now for years, I highly recommend using Edward Jones. He is definitely worth putting your trust in.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan Lien, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Jonathan Lien, CFP®?
The office is open Monday through Thursday from 8:00 AM to 7:30 PM, Friday from 8:00 AM to 5:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Jonathan Lien located?
Edward Jones - Financial Advisor: Jonathan Lien is located at 16485 Laguna Canyon Rd, Ste 255, Irvine, CA 92618, USA.
What financial services does Jonathan Lien provide?
He provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management.
How can I contact Jonathan Lien for an appointment or consultation?
You can contact Jonathan Lien by phone at +1 949-753-1367 or email at jonathan.lien@edwardjones.com. You can also schedule an appointment online through his contact page.
Does Edward Jones offer any tools to help with retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator available online to help clients plan and prepare for retirement.
Is Edward Jones - Financial Advisor: Jonathan Lien available in other languages besides English?
Services with Jonathan Lien are provided in English.
What are some nearby health-related services near Edward Jones - Financial Advisor: Jonathan Lien?
Nearby health services include 24 Hour Home Care, Sung Park (psychiatrist), Irvine Christian Counseling, Revive Qi Health and Fertility Center, and Americas TMS Center, which offer various health and mental health services.
Are there any educational institutions near Edward Jones - Financial Advisor: Jonathan Lien?
Yes, nearby educational institutions include IEC Colleges Careers, Florida Career College, International Education Corporation, Cogito Debate tutoring center, and Brandman University.
Which real estate services are available near Edward Jones' office?
Near the office, you can find real estate agents Derek Lemm Realtor and Jodi Crane Realtor, who provide real estate and accommodation services.
How can nearby services help me during my visit to Edward Jones?
Nearby healthcare, education, and real estate services offer opportunities to address other needs such as counseling, career advancement, or housing before or after your financial consultation, making your visit more convenient and comprehensive.