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Joseph T

Series 66

Clovis, CA

Edward Jones

Joseph Tooley is a financial advisor with Edward Jones in Clovis, CA, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at Comcast Cable Corp and a brief period of unemployment before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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David S

CFP®, Series 63, Series 65

Clovis, CA

Edward Jones

David Soltes is a CFP® professional with seven years of industry experience and currently serves as a financial advisor at Edward Jones in Clovis, CA. Prior to joining Edward Jones in 2019, he worked for three years at the Fresno County Public Defender. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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