Brenda Walker

Advisor at Edward Jones — Dixon, CA North Lincoln Street

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Dixon, CA 95620

Edward Jones logo

Edward Jones

Institution

Total advisors

24,313

Across 14,120 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brenda Walker is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience, currently working at Edward Jones since 2016. She is based in Dixon, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Dixon, CA North Lincoln Street

805 North Lincoln Street, Suite C

Dixon CA 95620

Advisors at this office

3

Most active in

California

Work history

9 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

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

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

Amir H

Series 66

Vacaville, CA

Integrative Financial Strategies

Amir Habib is the principal and owner of Integrative Financial Strategies in Vacaville, CA, with 25 years of industry experience. He has held positions at Principal Financial Services and Stonehurst Securities before founding his independent advisory firm in 2010. Habib also teaches graduate and undergraduate finance courses part-time at the University of Phoenix. Integrative Financial Strategies provides discretionary portfolio management and comprehensive financial planning mainly for individual investors, trusts, estates, and retirement plan sponsors. The firm uses a Structured Asset Class Investing approach focused on diversified asset allocation and long-term investment, managing portfolios on a discretionary basis with regular monitoring and rebalancing.

Retirement income strategy Annuities College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Founder/Business Owner
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

David M

Series 65, Series 63

Davis, CA

Flyway Advisors

David Meagher is a financial advisor at Flyway Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, Meagher serves as Vice President of Engineering at Fireclay Tile and is CEO of RedTeal, Inc., which provides technology consulting. Flyway Advisors offers discretionary investment management and financial planning to individuals, high net worth clients, trusts, charitable organizations, and retirement 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
user avatar

Eugene H

CFP®, Series 63, Series 66

Davis, CA

Archer Pointe Wealth Management, LLC

Eugene Hsu is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His previous roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, Commonwealth Financial Network, LPL Financial, and True Wave Financial Planners. Hsu serves as treasurer for the Ben Ali Shrine's Wrecking Crew, an activity unrelated to his advisory work. Archer Pointe Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm operates as a fee-only adviser focusing on diversified asset allocation strategies and offers retirement-plan fiduciary services along with limited-scope hourly engagements.

Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Debt management Cash flow / budgeting Charitable giving & philanthropy Retired Founder/Business Owner Executive
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