Angelica Mendez Cosio

Advisor at Edward Jones — Woodland, CA Fourth St

Updated today

Credentials

Series 66

Experience

1 year

Location

Woodland, CA 95695

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

See office

Woodland, CA Fourth St

414 Fourth St Suite B 2

Woodland CA 95695

Advisors at this office

2

Most active in

California

Work history

1 year of industry experience

Edward Jones

2024 - Present • 2 years

Saint Louis, MO

Superior Court of California, County of Yolo

2014 - 2024 • 10 years

Woodland, 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

Ryan M

Series 65

West Sacramento, CA

Manzanita Wealth Management LLC

Ryan Melnyk is a financial advisor at Manzanita Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and concurrently works as a Project Scientist at Lawrence Berkeley National Laboratory, where he performs research in microbiology. His prior experience includes roles in biotechnology and academia. Manzanita Wealth Management LLC provides fee-only investment management, financial planning, and retirement plan consulting to individuals and employer-sponsored plans. The firm employs a mix of passive and active strategies guided by asset-allocation principles and client risk tolerance, including a taxable-only investment tier that uses derivatives with client approval and active risk controls.

Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Jonathan S

Series 65

Davis, CA

Sorunke Wealth Advisors

Jonathan Sorunke is the principal of Sorunke Wealth Advisors in Davis, California. He holds a Series 65 designation and has three years of industry experience, including prior roles with the US Army Corps of Engineers and the State of California. In addition to his advisory work, he is a licensed real estate agent assisting clients with property transactions. Sorunke Wealth Advisors offers non-discretionary investment management and financial planning to retail and high-net-worth individuals and small businesses. The firm employs a client-profile-driven process focused on fundamental equity analysis and fixed-income strategies, delivering recommendations for client implementation through selected retail brokerages.

Active portfolio management Income planning Founder/Business Owner
user avatar

Jeremy V

Series 65

Davis, CA

Van Ham Wealth Management

Jeremy Van Ham is the sole advisor at Van Ham Wealth Management in Davis, CA. He holds a Series 65 designation and has experience in education, having worked at Santa Teresa High School, San Jose State, and CSU Global. He founded Van Ham Wealth Management in 2026. Van Ham Wealth Management is an independent registered investment adviser serving individual clients with discretionary portfolio management and financial planning. The firm uses written Investment Policy Statements to guide long-term strategies across mutual funds, equities, ETFs, fixed income, commodities, and non-U.S. securities, and offers fixed-fee, goals-based financial planning.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy
user avatar

Wayne G

Series 63

Davis, CA

Wayne Gilbert & Company

Wayne Gilbert is the sole advisor at Wayne Gilbert & Company in Davis, CA, holding a Series 63 designation with 38 years of industry experience. He has worked with OSAIC since 1989 and Northwestern Mutual since 1971. In addition to his advisory role, he serves as a registered representative and insurance agent, working with multiple insurance carriers. Wayne Gilbert & Company provides one-time financial planning services focused on clients’ financial circumstances, cash flow, insurance, and long-term goals. The firm delivers written plans on a non-discretionary basis, with implementation left to clients, and emphasizes long-term planning and efficient asset allocation without ongoing account management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Easan K

Series 66

Woodland, CA

Easan Katir Wealth Management

Easan Katir is the sole advisor at Easan Katir Wealth Management, an independent firm based in Woodland, CA. He holds a Series 66 designation and has 28 years of industry experience, including 25 years at his current firm. Katir serves as a director of the Hindu American Foundation and is an owner and consultant for Cornucopia Capital, LLC, where he assists with acquisitions, financing, and staffing. Easan Katir Wealth Management provides portfolio management for high-net-worth individuals, trusts, charitable institutions, and corporate pension and profit-sharing plans. The firm employs a proprietary quantitative investment approach focused on absolute returns through non-correlated strategies across U.S. markets, and it also offers pension plan design, administration, and consulting services.

Active portfolio management Options & derivatives strategies
user avatar

David M

Series 63, Series 65

Davis, CA

Flyway Advisors

David Meagher is a financial advisor at Flyway Advisors with seven years of industry experience. He holds the Series 63 and Series 65 designations. Outside of advising, Meagher serves as Vice President of Engineering at Fireclay Tile and is the CEO of RedTeal, Inc., a technology consulting firm. Flyway Advisors provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, charitable organizations, and employer-sponsored pension and profit-sharing plans. The firm combines institutional retirement-plan consulting with individual wealth management and distributes a quarterly market commentary newsletter.

Income planning Retirement income strategy Active portfolio management
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