Edward Jones - Financial Advisor: Ian White

Financial Consultant, Investing, Insurance

26400 La Alameda Suite 104, Mission Viejo, CA 92691

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Reviews for Edward Jones - Financial Advisor: Ian White

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  • Aug 2025

    Not only does Ian know his specialty and explain it well but he also cares about his people.

    Not only did he explain finances but also shared a book recommendation of “The Alchemist.” Thanks so much Ian!

  • Mar 2018

    I had a rather complex issue that involved setting up a monthly distribution from my IRA and depositing it in a joint account as well as obtaining a written statement citing the monthly distribution, etc. etc. etc. etc. I also needed these actions accomplished ASAP if not sooner as it was extremely time-sensitive. Ian White, my Financial Advisor and Pamela Fairfield, the Administrative Assistant performed miracles for me in record-setting time. Ian and Pamela are the best, and I wouldn't hesitate to recommend them to anyone.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Location

26400 La Alameda Suite 104, Mission Viejo

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