Edward Jones-Financial Advisor: Chelsea Peterson

Edward Jones-Financial Advisor: Chelsea Peterson Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 17,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Brennan and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/chelsea-peterson for more information.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Stay up to date with the latest developments, trends and daily insights on the market.
01/23/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

May the lights of this sacred festival illuminate your soul, wrap you in a warm embrace of joy and fill your heart with ...
12/15/2025

May the lights of this sacred festival illuminate your soul, wrap you in a warm embrace of joy and fill your heart with boundless cheer. Chanukah sameach.

Wishing you a prosperous Thanksgiving surrounded by loved ones, delicious meals and many opportunities for gratitude. We...
11/27/2025

Wishing you a prosperous Thanksgiving surrounded by loved ones, delicious meals and many opportunities for gratitude. We're thankful for clients like you and look forward to deepening our relationships.

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred grow...
11/13/2025

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred growth by waiting too late to contribute. Here's how contributing to an IRA earlier could help you get that much closer to your retirement goals.

How contributing early to an IRA could help you get closer to your retirement goalswww.edwardjones.com/us-en

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual...
11/12/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and foug...
11/11/2025

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and fought for our freedom. Thank you is not enough.

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready...
11/06/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best str...
11/05/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adj...
11/04/2025

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits

Witch-ing you a spook-tacular Halloween.
10/31/2025

Witch-ing you a spook-tacular Halloween.

Join us on Dec. 3 at 12 pm CST for our next Financial Advisor Opportunity Webinar. We'll explore how we support new fina...
10/19/2025

Join us on Dec. 3 at 12 pm CST for our next Financial Advisor Opportunity Webinar. We'll explore how we support new financial advisors to build lasting client relationships and be a part of a community that wants to see you succeed.

https://bit.ly/43qgkAw

Whether it's funding your emergency savings or saving for retirement, tracking your goals is easy with Online Access. Si...
10/18/2025

Whether it's funding your emergency savings or saving for retirement, tracking your goals is easy with Online Access. Sign up today to start making your financial goals a reality.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Address

949 South Coast Drive Suite 180
Costa Mesa, CA
92626

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 1pm

Telephone

+17145578725

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Chelsea Peterson posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones-Financial Advisor: Chelsea Peterson:

Share