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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Edward Jones - Financial Advisor: Maggie Klein

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Laguna Beach, CA
Edward Jones - Financial Advisor: Maggie Klein

We limit our practice to partnering with South Orange County individuals and families and referrals from existing clients. The process for meeting is simple.

When looking for a professional to help you design a personalized plan, it is important to have someone knowledgeable who prioritizes your goals and understands the area you live in. At our branch, I am fortunate to partner with Senior Branch Office Administrator, Angie Kneale, who has been with Edward Jones since 2017 and manages the day-to-day office needs. At our branch, our focus is helping wi

th organizing, building, protecting and transferring wealth based on your personalized goals and complex needs. Before we get together, I will give you homework to get you thinking about where we can lend assistance. Then, you are invited you into the office or to meet via web conference. Together, we'll review your goals and ask pointed questions to help understand where you currently stand to reach them. My job is then to inform you if we are the best fit to help or if one of our colleagues will better suit your needs and help you achieve your goals. Edward Jones has several options to choose from that vary in terms of involvement, cost and flexibility. If you are comfortable and happy with our process and account types, we will invite you to be a part of our Edward Jones family on Coast Highway. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC

My husband, Michael, and I love being a part of the South Orange County community. We relocated in 2021 from the Bay Area and currently live in San Clemente with our two mini Sheepadoodles, Scout and Scuba. We enjoy the beach, urban hiking, pickleball and cheering for the Golden State Warriors, Sacramento Kings and Iowa State. Locally, I am involved in the Laguna Beach Rotary and Queen Bees of Laguna Niguel, and I am passionate about raising awareness for Parkinson's Disease.
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09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/3TfFArv

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.

https://bit.ly/4gvB2Gg

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.

https://bit.ly/4ggULJH

08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/45y3WiI

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.

08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.

https://bit.ly/4xuoxAr

*Past performance does not guarantee future results.

08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.

https://bit.ly/3SbakcD

07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/4wvYCsa

07/20/2026

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and investors anticipating second quarter earnings season. Head of Investment Strategy Mona Mahajan explains what this could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/45iRSS9

07/13/2026

Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong earnings and periodic bouts of volatility continue to shape market leadership and sentiment.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and portfolio positioning for the second half of the year in our Weekly Market Wrap.

https://bit.ly/4aTgp3I

Address

32392 Coast Highway #190
Laguna Beach, CA
92651

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

https://www.edwardjones.com/maggie-klein

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