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Javier B

CFP®, Series 66

Carmel, CA

Edward Jones

Javier Bolante is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Carmel, CA. Outside of his advisory role, he has ownership interest in a dermatology practice operated by his wife. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Business succession planning Founder/Business Owner
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Eduardo M

Series 66

Carmel, CA

Edward Jones

Eduardo Munoz Perez is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch (Bank of America) for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Inheritance planning Public Service Employee
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Thomas C

Series 66

Carmel, CA

Edward Jones

Thomas Carter Jr. is a financial advisor at Edward Jones in Carmel, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, he worked in the automotive sector and served with the California Highway Patrol. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branches. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Carmel, CA

Edward Jones

Jordan Hill is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, Hill held roles across various sectors including education and technology, with positions at Stevenson School, Central Coast College, and Carahsoft Technology Corporation. Outside of his financial career, he was involved with multiple volleyball clubs over several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard while providing comprehensive investment and overlay services.

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

Series 63, Series 66

Carmel, CA

Edward Jones

Linda Myrick is a financial advisor with Edward Jones in Carmel, CA, holding Series 63 and Series 66 credentials and having 27 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory work, she is a part-owner of a fitness gym in San Antonio, TX, which is operated by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment and advisory strategies. The firm manages approximately $1.01 trillion in assets and operates through a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retired Founder/Business Owner Executive
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Larissa L

Series 63, Series 66

Carmel, CA

Edward Jones

Larissa Lea is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial LLC/Pence Financial and Garrone Financial. Outside of her advisory role, she is involved in tax preparation and financial services through Aubuchon Tax and Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

Series 66, Series 63, Series 65

Carmel, CA

Edward Jones

Christian Ekberg is a financial advisor at Edward Jones in Carmel, CA, with 23 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes positions at Bank of America NA, Merrill Lynch, Spyglass Fiduciary Consultants, and Wells Fargo Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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