Jon M. Luskin, MBA, CFP

LPL Financial, situated in sunny San Diego, CA, operates as a prominent independent broker-dealer, catering to a wide range of investment products, advisory services, and holistic wealth management solutions. Collaborating primarily with financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with cutting-edge resources and tech platforms to offer tailored financial advice. With a core focus on bolstering advisors' efficacy and autonomy in navigating the intricate financial realm, LPL Financial provides vital assistance in compliance oversight, practice management, and seamless technology services. By facilitating personalized financial guidance, this establishment stands out for its dedication to enhancing advisors' precision, productivity, and client interaction capabilities, fostering a thriving environment for financial expertise. Generated using this brand's available information

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