Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

firm logo

Jasmine A

Series 63, Series 66

Fillmore, CA

Edward Jones

Jasmine Alicea is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Nationwide Investment Services Corp and Unionbanc Investment Services. Outside of her advisory role, she serves as Secretary for the Tamarack Home Owners Association in Simi Valley, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Government Employee Women Professionals Intergenerational Families
firm logo

Kyle W

Series 63, Series 66

Fillmore, CA

Edward Jones

Kyle Wilson is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward Jones since 2005 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Wilson is a homeowner involved in a room rental business in Thousand Oaks, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")