Shannon Maree Hurte

Advisor at Edward Jones — Oroville, CA Olive Hwy

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Oroville, CA 95966

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

Shannon Hurte is a financial advisor with Edward Jones in Oroville, CA, holding Series 63 and Series 65 designations and 25 years of industry experience. Hurte has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

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

Oroville, CA Olive Hwy

2854 Olive Hwy Suite A

Oroville CA 95966

Advisors at this office

1

Most active in

California · Texas

Work history

26 years of industry experience

Edward Jones

2011 - Present • 15 years

St. Louis, MO

Ameriprise

2009 - 2011 • 2 years

Roseville, CA

Ameriprise Advisor Services, Inc.

2003 - 2009 • 6 years

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

Arthur G

CFP®, Series 66

Oroville, CA

Quantum Wealth Advisors LLC

Arthur Garcia is a CFP® with 20 years of experience in the financial industry. He is the principal advisor at Quantum Wealth Advisors LLC and has previously held roles at Atlas Financial Advisors, Inc., Pacific Financial Strategies, Inc., and Concourse Financial Group Securities, Inc. In addition to his advisory work, he operates an insurance agency, Atlas Health Insurance Solutions, based in Oroville, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individual and high-net-worth clients as well as business entities. The firm employs a variety of analytical methods to support a long-term trading strategy and offers multiple fee structures including fixed, hourly, and subscription fees.

Wealth management Life insurance needs analysis College savings (529s, UTMA, etc.) General retirement planning Debt management
user avatar

Darin G

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 17 years before joining Ameritas in 2022. In addition to his advisory work, he owns Darin Gilb Woodworks, a business producing and selling handcrafted wood products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Kent T

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Ameritas Investment Corp and Aviva USA Corp since 2000 and has been with Ameritas Advisory Services since 2021. Outside of his advisory role, he is an inventor of a product for outdoor landscape use and serves as a volunteer board member with NAIFA California. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Michelle Lynn C

Series 66

Oroville, CA

Edward Jones

Michelle Lynn Cagnacci is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015, including a prior nine-year tenure before her current role. Outside of finance, she is involved in a family-owned spice and extract manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Andrew C

CFP®, Series 63

Oroville, CA

STIFEL

Andrew Christensen is a CFP®-designated financial advisor with Stifel, based in Oroville, CA, and has one year of industry experience. Prior to joining Stifel in 2026, he worked at Lido Advisors, LLC and Pure Financial Advisors, LLC. Outside of his financial advisory role, Christensen works as a chauffeur and resort driver for Fairmont Raffles International Hotel in the greater San Diego area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning

Lisa R

Series 66

Oroville, CA

Edward Jones

Lisa Rodriguez is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she serves as trustee for the Rodriguez Family Trust, which manages rental properties in California and Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network, affiliated capabilities beyond advisory services, and its fiduciary standard in providing advisory services.

Charitable giving tax strategies College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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