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8 advisors near 93271
Out of 400,000+ nationwide
Bryan M
Series 66
Exeter, CA
Pasadena Private Wealth, LLC
Bryan Muth is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including GT Securities, Inc., Pensionmark Securities, LLC, and Bank of America, N.A. Outside of his advisory role, he coaches boys water polo at Exeter Union High School. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental, model-driven investment approach with a focus on long-term portfolio construction and includes a range of investment vehicles such as ETFs, mutual funds, and alternative strategies.
Brenna B
Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Brenna Bonillas is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her career includes roles at Ameritas Investment Company, Harvest Wealth Group, LPL Financial, and prior positions in education and insurance services. She is also involved with First Sierra Insurance Services, where she works as an agent handling Medicare reviews and applications. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through a range of strategies including model portfolios, third-party sub-advisers, and custom solutions.
David E
Series 63, Series 65
Exeter, CA
Ameritas Advisory Services, LLC
David Ediger is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Eagle Strategies (NY Life), Concorde Insurance Agency, Main Street Advisors, and SCF Securities. Outside of his advisory work, Ediger serves as president of Bendicion A Las Naciones, Inc., an organization that provides leadership and family values conferences. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services using a combination of model portfolios, third-party sub-advisers, and custom strategies.
Elizabeth J
Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Elizabeth Jacques is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at Ameritas Investment Company, J.P. Morgan Securities, JPMorgan Chase Bank, and Morgan Stanley. Outside of finance, she owns and operates Elizabeth Jacques Photography and has entrepreneurial interests in artisanal home goods retail and short-term rentals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.
Eric S
Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Eric Stevens is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple firms, including Ameritas Life Insurance Corp and Ameritas Investment Corp since 2013, as well as Harvest Wealth Group and Canvas Financial in associate advisor roles assisting with financial planning and client services. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and retirement-plan advisory services through a range of strategies and affiliated investment adviser representatives.
Philip S
Series 63, Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Philip Slater is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase Bank, and Wells Fargo Advisors. He is also involved with Harvest Wealth Group, where he provides financial planning and investment advice. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies through a combination of discretionary and non-discretionary management.
Garrett G
Series 63, Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Garrett German is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has prior experience with firms including Harvest Wealth Group, Canvas Financial, and 20/20 Capital Management. Outside of advisory work, he owns and manages a coin-operated car wash, oversees a small orange farm, and serves as director of a family foundation involved in missionary work abroad. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using model portfolios, third-party sub-advisers, and custom strategies, with a focus on diversified client needs and plan sponsor consulting.
Jaison N
Series 66
Three Rivers, CA
Raymond James Financial
Jaison Norton is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and is involved in teaching roles with Gorman Learnin and Proximity Learnin. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by firm research and extensive affiliate resources.
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8 advisors near 93271
Out of 400,000+ nationwide