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Lydia Park

Edward Jones

Newport Beach, CA

CRD 7330619

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-12
TX RA APPROVED_RES 2024-03-12
  • CA RA
    APPROVED
    Since 2024-03-12
  • TX RA
    APPROVED_RES
    Since 2024-03-12

Branch Locations

1501 Westcliff Drive Suite 307, Newport Beach, CA 92660-0000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Newport Beach CA 01/2021 02/2024
Collazen Care Buena Park CA 08/2017 12/2020
Banana Republic Costa Mesa CA 05/2016 06/2017
Edward Jones St Louis MO 03/2024 08/2025
Edward Jones Newport Beach CA 08/2025 Present
  • 01/2021 → 02/2024
    Raymond James
    Newport Beach, CA
  • 08/2017 → 12/2020
    Collazen Care
    Buena Park, CA
  • 05/2016 → 06/2017
    Banana Republic
    Costa Mesa, CA
  • 03/2024 → 08/2025
    St Louis, MO
  • 08/2025 → Present
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-27
  • S66 Uniform Combined State Law Examination
    2021-04-27
Other Names
  • Lydia Ji Hae Park

View on SEC IAPD

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