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 M Lising, CFP®
171 N Marengo Avenue, Pasadena, CA
91101, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
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1 star
1
- AMAnne MoriyaApr 22, 20235.0We were referred to Jonathan by friends and are pleased that we were. He’s trustworthy, professional and responsive. We like how he checks in and listens to your questions…even if you asked it before but don’t quite understand. He has us on a great path for retirement. Thanks, Jonathan!
- VNVan NguyenJul 8, 20215.0Jonathan is very knowledgeable, warm and provided great insights. And Jonathan was great to work with. He is professional, knowledgeable in financial planning and provided me with a wealth of insights in the areas of investment planning and retirement planning. He was available to work with me over zoom and was very flexible with my schedule, and open to answer questions I had on multiple topics.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan M Lising, CFP®
What services does Edward Jones - Financial Advisor: Jonathan M Lising, CFP® offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient strategies to fit individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Jonathan M Lising, CFP®?
Monday to Thursday from 7:30 AM to 5:00 PM, Friday from 7:30 AM to 4:30 PM, and closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Jonathan M Lising?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-lising/contact/
Where is Edward Jones - Financial Advisor: Jonathan M Lising located?
Their office is located at 171 N Marengo Avenue, Pasadena, CA 91101, USA.
Does Edward Jones offer mobile apps for their services?
Yes, Edward Jones offers both Android and iOS apps to manage your investments on the go.
What languages are supported at this Edward Jones office?
They provide services in English.
How can I contact Jonathan M Lising via email or phone?
You can email jonathan.lising@edwardjones.com or call the local phone number +1 714-256-4529.
What nearby places can customers visit before or after their appointment at Edward Jones?
Customers can visit nearby landmarks and places such as Marengo, a local bar and historical building, or Eden Garden Bar & Grill, a Mediterranean restaurant and bar, for dining and leisure.
Are there convenient transportation options near Edward Jones - Financial Advisor: Jonathan M Lising?
Yes, the Hollywood Bowl Shuttle - Pasadena, a ride-sharing and taxi service, is nearby and can help with transportation to and from the office.
Are there any community services or event spaces near the Edward Jones office?
Yes, Pasadena American Legion and Pasadena American Legion Post 13 are nearby venues offering community services and event spaces, which clients might find useful in the area.