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4 advisors near 95971
Out of 400,000+ nationwide
Kris K
Series 66
Quincy, CA
Edward Jones
Kris Kurpjuweit is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his career in financial advising, he spent nine years working with the Department of Corrections and Rehabilitation (HDSP). Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.
John R
Series 66
Quincy, CA
UBS Financial Services
John Ryan is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.
Barbara H
Series 66
Quincy, CA
Edward Jones
Barbara Hunter is a financial advisor at Edward Jones in Quincy, CA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Edward Jones since 2019 and earlier experience at Ziegler & Ames from 2013 to 2017. Outside of her advisory work, she is affiliated with Portola United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and tax-efficient investment strategies.
Aaron L
Series 66
Quincy, CA
Edward Jones
Aaron Lohn is a financial advisor at Edward Jones in Quincy, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies supported by a nationwide network of financial advisors and branch offices.
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4 advisors near 95971
Out of 400,000+ nationwide