user avatar

Alexander Stephen Camacho

Advisor at Edward Jones — Milford, PA

Updated today

Credentials

Series 63, Series 66

Experience

10 years

Location

Milford, PA

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,135 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Alexander Camacho is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he mentors students pursuing the Project Management Professional (PMP) designation through a consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated services under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Milford, PA

Milford PA

Advisors at this office

1

Most active in

Missouri · Pennsylvania · Texas

Work history

10 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

LuLaRoe

2017 - Present • 9 years

Gridley, CA

JP morgan securities LLC

2016 - 2017 • 1 year

Yuba City, CA

JPMorgan Chase BANK

2016 - 2017 • 1 year

Yuba City, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard V

PFS™, Series 63

Lords Valley, PA

VERA-CPA, Inc.

Richard Vera II is a financial advisor at VERA-CPA, Inc. with two years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Avantax Advisory Services and held various roles with the US Small Business Administration, Intuit Inc., and the US Department of Defense. Outside of advising, he serves as a finance committee member for the Hemlock Farms Community Association and is a trustee for the National Foundation for Animal Rescue. VERA-CPA, Inc. is a fee-only CPA firm providing financial planning and accounting services, including tax preparation and forensic accounting, to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on written financial plans and strategic asset allocation using a core-and-satellite approach, primarily recommending passive index funds and ETFs, and does not accept discretionary trading authority or performance-based fees.

General retirement planning Social Security optimization General tax planning College savings (529s, UTMA, etc.)
user avatar

Patrick G

CFP®

Greeley, PA

Center Stage Planning LLC

Patrick Graver is a CFP® professional with two years of industry experience. He is the founder of Center Stage Planning LLC, an independent advisory firm based in Greeley, PA. Prior to establishing his own firm, he held roles at Bishoff Financial Group, Cambridge Investment Research Inc., and Creative Financial Planning. Before entering the financial industry, he worked in the performing arts, including engagements with the Fireside Theatre and productions such as The Book of Mormon. Center Stage Planning LLC serves individual and high-net-worth clients, offering investment management and comprehensive financial planning on ongoing and project bases. The fee-only firm employs a blend of fundamental and technical analysis alongside modern portfolio theory to develop individualized investment policies and discretionary portfolios. The firm also provides educational seminars and speaking engagements focused on general financial education.

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Quin R

Series 65

Branchville, NJ

Momentum Wealth Planning

Quin Ryan is an advisor at Momentum Wealth Planning with a Series 65 designation. He has been with Momentum Wealth Planning since 2026 and has prior experience at Inside Edge Advisory as well as various roles in hockey organizations from 2021 to 2025. Momentum Wealth Planning serves individuals, families, family offices, trusts, private foundations, and qualified retirement plans, offering discretionary investment management along with limited financial planning and retirement plan advisory services. The firm uses a tactical allocation framework incorporating momentum factors to tailor portfolios according to client objectives and risk tolerance.

Options & derivatives strategies Concentrated stock management Real estate investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Scott G

CFA®, Series 63

Milford, PA

Biondo Investment Advisors LLC

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
user avatar

Ariel K

Series 63, Series 66, Series 65

Milford, PA

Biondo Investment Advisors LLC

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Biondo Investment Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2024. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment approach focuses on fundamental stock selection across market capitalizations, supplemented by technical analysis and third-party research, with portfolios managed primarily on a discretionary basis.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
user avatar

Nicole D

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Nicole Dutkus is a financial advisor at Biondo Investment Advisors LLC with 13 years of experience. She holds Series 63 and Series 65 licenses and has been with Biondo Investment Advisors and Biondo Asset Management since 2013. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental and technical analysis in its discretionary portfolio management and offers multiple financial planning levels tailored to clients' assets and needs.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)