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Aaron A

Series 66

Folsom, CA

Edward Jones

Aaron Albillar is a financial advisor at Edward Jones in Folsom, CA, holding a Series 66 designation. He joined Edward Jones in 2024 and has prior experience in construction, real estate services, and tile care. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Doctor or Medical Professional Public Service Employee Real Estate Professional
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Ricardo A

ChFC®, Series 66

Folsom, CA

Edward Jones

Ricardo Aguilera is a financial advisor at Edward Jones in Folsom, CA, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Liquidity event planning Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning Founder/Business Owner
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Allison D

Series 66

Folsom, CA

Edward Jones

Allison Devcich is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Studio Collins Weir, Catherine Macfee Design, Kidder Mathews, Kristi Will Design, and Sam's Chowder House. 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 advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Real estate investing Founder/Business Owner
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