Financial Advisor
CurrentPrivately held Fortune 300 Company dedicated to serving the best interests of our 7 Million households whose assets we care for with world class service and expertise.
Dec 2019 - Present
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Brian Lundberg Email & Phone Number
Retirement Income & Savings Strategies l Intergenerational Planning l Estate & Legacy Strategies
at
Edward Jones
1 work email found
@edwardjones.com
1 phone found area 855
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Income & Savings Strategies l Intergenerational Planning l Estate & Legacy Strategies
Location
San Diego, California, United States
Who is Brian Lundberg? Overview
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Quick answer
Brian Lundberg is listed as Retirement Income & Savings Strategies l Intergenerational Planning l Estate & Legacy Strategies at Edward Jones, based in San Diego, California, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 855, and a matched LinkedIn profile for Brian Lundberg.
Brian Lundberg previously worked as Financial Advisor at Edward Jones and Director of Investor Relations at Diversyfund, Inc.. Brian Lundberg holds Bba, Finance from New Mexico State University.
Company email context
Email format at Edward Jones
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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Brian Lundberg. Compare company email patterns before reaching out.
Profile bio
About Brian Lundberg
I help my clients identify and articulate their life's goals and aspirations and then design financial strategies they can employ to successfully move into their future with confidence and peace of mind.If you would like me to Serve as your Chief Advocate in reaching your goals and aspirations I would be honored to speak with you.Let's connect and begin this amazing journey together./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Business Development, Coaching, Sales, Strategy, and 45 others.
Current workplace
Brian Lundberg's current company
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10 roles
Brian Lundberg work experience
A career timeline built from the work history available for this profile.
Director Of Investor Relations
DiversyFund is a fintech company that is changing the way everyday investors access wealth-building opportunities that previously were limited to the ultra-wealthy.We operate a Top 10 real estate investment platform, enabling investors throughout the U.S. to diversify their portfolios by buying shares in our cash-flowing real estate assets, including.
Jun 2019 - Sep 2019
Vp Investor Relations
Rich Uncles, LLC is a FinTech start up company servicing domestic and international investors as a private Real Estate Investment Trust approaching $500M in Assets Under Management.
Jul 2017 - May 2019
Sr. Manager Investor Relations
Oct 2016 - Jul 2017
Vice President Business Development
Compendia is a digital solution for New Home Builders that keeps them compliant with State guidelines and adds value to the homeowner experience.
Jan 2014 - Sep 2016
Vice President Sales
Choice Hospital Systems
Choice Hospital Systems is a cloud based start up focusing on SaaS Electronic Health Record solutions for small community hospitals.
May 2012 - Dec 2013
Chief Culture Officer
Datron is a manufacturer of military and civilian communication equipment serving six countries around the world.
Oct 2008 - Nov 2011
Executive Advisor
Brian Lundberg
Jul 2005 - Oct 2008
Board Member
Nvcf
Jan 2002 - Aug 2005
Sales & Operations Manager
Mar 1998 - Jun 2005
1 education record
Brian Lundberg education
-
New Mexico State University
FAQ
Frequently asked questions about Brian Lundberg
Quick answers generated from the profile data available on this page.
What company does Brian Lundberg work for?
Brian Lundberg works for Edward Jones.
What is Brian Lundberg's role at Edward Jones?
Brian Lundberg is listed as Retirement Income & Savings Strategies l Intergenerational Planning l Estate & Legacy Strategies at Edward Jones.
What is Brian Lundberg's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Brian Lundberg at Edward Jones.
What is Brian Lundberg's phone number?
AeroLeads has found 1 phone signal(s) with area code 855 for Brian Lundberg at Edward Jones.
Where is Brian Lundberg based?
Brian Lundberg is based in San Diego, California, United States while working with Edward Jones.
What companies has Brian Lundberg worked for?
Brian Lundberg has worked for Edward Jones, Diversyfund, Inc., Richuncles.Com, Compendia, Inc., and Choice Hospital Systems.
How can I contact Brian Lundberg?
You can use AeroLeads to view verified contact signals for Brian Lundberg at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Brian Lundberg attend?
Brian Lundberg holds Bba, Finance from New Mexico State University.
What skills is Brian Lundberg known for?
Brian Lundberg is listed with skills including Business Development, Coaching, Sales, Strategy, Marketing Strategy, Executive Management, Process Improvement, and Negotiation.
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