Edward Jones - Financial Advisor: Jonathan Lien, CFP®

Aug 2025

I’ve had the pleasure of working with Jonathan Lien, Financial Advisor at Edward Jones, and Linda Garrido, and I couldn’t be more impressed with their professionalism, knowledge, and genuine care for their clients.

Jonathan takes the time to truly understand your financial goals and creates a personalized strategy that feels both practical and forward-thinking, which gave me a lot of confidence in my decisions.

Linda is equally amazing—organized, responsive, and always ready to help with any questions or paperwork. Together, they make an incredible team that makes you feel valued and supported every step of the way.

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Aug 2025

I have been a client of Jonathan's for several years. Jonathan and Linda have been great to work with. They are very responsive to any questions, always offer helpful advice, and never push selling services or products that don't benefit me. I highly recommend speaking with Jonathan if you're looking for a financial advisor or brokerage.

Apr 2025

I had a fantastic experience working with Jonathan Lien and his wonderful team. Linda Garrido was incredibly responsive and took the time to patiently walk me through every detail. Her knowledge and professionalism really stood out. Jonathan & Linda both went above and beyond to ensure I had the best possible experience. Their genuine care for my financial goals really made the process smooth and stress-free.

If you're looking for an experienced Wealth Management team who is not only knowledgeable but also dedicated to helping you, I highly recommend Jonathan and his team at Edward Jones.