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.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4bRJg92

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!
07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

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.

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:

Shortcuts

Share