Angelica Cosio

Advisor at Edward Jones

Updated today

Location

Woodland, CA 95695

Credentials

Series 66

Industry experience

1 year

About

Angelica Cosio is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for ten years at the Superior Court of California, County of Yolo. Outside of her advisory role, she is a fitness coach leading classes at Kaia Fit Woodland. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard, with a notable retail advisor and branch footprint.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Hispanic/Latino/Latinx Women Professionals

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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

414 Fourth St Suite B 2

Woodland, CA 95695

Most active in

California

Work history

Edward Jones

2024 - Present (2 years)

Superior Court of California, County of Yolo

2014 - 2024 (10 years)

Disclosures

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

Business activities & affiliations

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