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Investment services in Ventura, CA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Jonathan Morton

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Olga Jones - Ameriprise Financial Services

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ojai, CA area, Olga Jones will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

At Ojai Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Ojai, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Edward Jones - Financial Advisor: Dustin Baxley

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Loan Warehouse

NMLS 1833428. Mortgage lender. VA lender. FHA lender. FNMA lender. USDA lender. Jumbo loan. Investor loan. Home-equity line of credit. Home purchase pre-qualification. VA streamline. DSCR mortgage loan. Restricted stock units RSUs Income and Mortgage qualification. Non-Qualified Mortgage (any home loan that does not comply under the rules of the Consumer Financial Protection Bureaus or CFPB’s existing rules on qualified mortgage). Our mission is to serve our customers with honesty, integrity and competence. Our goal is to provide HomeLoans to our clients while providing the lowest interest rates and closing costs possible. Furthermore, we pledge to help borrowers overcome roadblocks that can arise while securing a loan. Buyers, sellers, Investor’s, business owners, YouTubers, TikTokkers, stock option holders, unit holders, self-employed individuals, investors, first time buyers, veterans, non-standard asset holders, non-standard income receivers, Buy, Renovation, Rent, Lease Option, refinance, non-profits, bring your scenarios to us and we’ll put our years of experience as well as current market knowledge to use for your benefit. We’ll help get your deal done. Brokers are better.

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