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Zoey R

Series 66

Chico, CA

Edward Jones

Zoey Rash is a Series 66 licensed financial advisor with Edward Jones in Chico, CA. She has worked in the financial industry since 2019, including three years at Bank of America prior to joining Edward Jones. There are no additional business activities reported. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Women Professionals
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Randall K

Series 66

Chico, CA

Edward Jones

Randall Korte is a financial advisor at Edward Jones in Chico, CA, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously at Horizon Seating from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with offerings that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Liquidity event planning Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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