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Jeffrey Litel, Financial Advisor

FINANCIAL ADVISOR
Jeffrey L Litel

57370 29 Palms Hwy, Suite 101, Yucca Valley, CA 92284opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Portfolio Reviews
  • Business Retirement Plans
  • Special Needs Financial Considerations

About Jeffrey

I joined Edward Jones in 2018 after a successful 25-year career as a public-school administrator responsible over time for three large schools, and ultimately school district level budgeting. These positions included extensive work with retirement plans and healthcare plans which serve me well in working with my clients as an Edward Jones advisor.

I have a Master of Arts Degree in education and a doctorate degree in education and organizational management.

As a retired educator, I love to teach! The subjects of financial planning, building and protecting wealth through investing can be complicated and intimidating. As an Edward Jones financial advisor, I...

Work History

  • Edward JonesSeptember 2018 to Current

Education

  • Walden UniversityDoctorate

Personal Interests

  • Volunteering
  • News & Media
  • Auto Racing
  • Football
  • Golfing

Team Members

  • Daniel Hogan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(760) 365-6841

Fax

(877) 240-0397

Office Address

57370 29 Palms Hwy
Suite 101
Yucca Valley, CA 92284opens in a new window

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