Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Benjamin Z
Series 63, Series 66
Alameda, CA
Edward Jones
Benjamin Zusman is a financial advisor at Edward Jones with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones, he worked at New York Life for two years and was involved in the restaurant business at Italian Colors Restaurant for four years. He also has experience working with the U.S. House of Representatives Foreign Affairs Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a national network of advisors and branch offices.
Phuong H
Series 66
Alameda, CA
Edward Jones
Phuong Hart is a Series 66 licensed financial advisor with five years of industry experience, currently practicing at Edward Jones since 2021. Prior to joining Edward Jones, Hart worked at Wells Fargo Bank for six years. Outside of finance, Hart assists with administrative duties for a kitchen and bath design business in Roseville, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters