Reviews for Edward Jones - Financial Advisor: Jonathan Lien, CFP®

Dec 2023

Jonathan and team are incredible to work with. They make recommendations based on mine and my wife’s expectations and goals and do everything possible to ensure we set ourselves up for success. I would strongly recommend anyone looking for guidance and a financial advisor, to speak to Jonathan.
Dec 2023

My husband and I started so slowly and knew absolutely nothing and Jonathan lien answers every question so clearly and has done an amazing job growing our accounts. He’s great at communication and making sure there’s no confusion with any funds. He isn’t there to just make a dollar off you, he really cares about you making smart investments for your future. We are a young couple with two young kids and he’s been a saving grace and so patient with us.
Sep 2023

Jonathan has been my financial advisor for four years, and I highly recommend his service. His advice has been practical and sound, and he is always ready to explain my investments and accounts whenever I have questions.