Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Cody Lenahan
11440 W Bernardo Ct, San Diego, CA
92127, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Cody Lenahan
Who is the financial advisor at Edward Jones located at 11440 W Bernardo Ct, Suite 272?
The financial advisor is Cody Lenahan at Edward Jones.
What financial services does Edward Jones - Financial Advisor: Cody Lenahan offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Edward Jones - Financial Advisor: Cody Lenahan provide?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Cody Lenahan at Edward Jones?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/cody-lenahan/contact/.
Where is Edward Jones - Financial Advisor: Cody Lenahan located?
It is located at 11440 W Bernardo Ct, Suite 272, San Diego, CA 92127, USA.
What languages are spoken by the financial advisor Cody Lenahan?
English is the language spoken at this Edward Jones office.
Are there any insurance agencies near Edward Jones - Financial Advisor: Cody Lenahan?
Yes, nearby insurance agencies include BJA Partners and Jaehnig Insurance Services.
Can I combine a visit to Edward Jones with nearby legal or accounting services?
Yes, nearby legal and accounting services include Baron & Budd (lawyer) and BlueArrow CPAs (accountants).
Is there a convenient location for real estate or mortgage support near Edward Jones - Financial Advisor: Cody Lenahan?
Yes, near Edward Jones you can find AllView Real Estate and Source Capital Funding, Inc., a mortgage lender.
Where can I find more information about IRAs recommended by this financial advisor?
You can learn more about IRAs on the official Edward Jones site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.