Commonwealth Financial Network
36yrs
Top 6% by experience in California
New
Jack Terrones
Financial advisor at Edward Jones
Jack Terrones is a fiduciary financial advisor in Anaheim Hills, California, registered since Oct 2025. Jack joined Edward Jones in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 29 advisors with offices in Anaheim Hills, and one of 24 fiduciaries.
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
Office5500 E Santa Ana Canyon Road Suite 253, Anaheim Hills, CA 92807
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowEdward JonesCurrent firm
Contact Jack
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Jack. 5500 E Santa Ana Canyon Road Suite 253Anaheim Hills, CA 92807Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jack
Tailored to Jack’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jack
How do I contact Jack?
Call Edward Jones at (314) 515-2000 and ask for Jack Terrones. Jack works from the Anaheim Hills, CA office.
How long has Jack been a financial advisor?
Jack is new to the profession, registered since Oct 2025, and holds 1 license.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Commonwealth Financial Network
36yrs
Top 6% by experience in California
Osaic Wealth
35yrs
Top 7% by experience in California
Commonwealth Financial Network
35yrs
Top 8% by experience in California
WMS Financial Services
32yrs
Top 12% by experience in California
J.P. Morgan Securities
32yrs
Top 3% by experience at J.P. Morgan Securities