Vanessa Laureen Haro

Advisor at Edward Jones — Corning, CA

Updated today

Credentials

Series 66

Experience

10 years

Location

Corning, CA

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Vanessa Haro is a financial advisor at Edward Jones in Corning, CA, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she serves on the board and finance committee of the Community Housing Improvement Program, a nonprofit organization, and is involved with Soroptimist International of Chico and the Bidwell Lady Niner's Twilight Summer Golf Club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and managed solutions. The firm is notable for its extensive network of advisors and branch offices, affiliated mutual funds, and additional financial services including trust and securities-based lending options.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

Occupation focus

Self-Employed

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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

Corning, CA

Corning CA

Advisors at this office

1

Most active in

California · Texas

Work history

10 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

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