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Gustavo V

Series 66

Ft Lauderdale, FL

Edward Jones

Gustavo Ventura is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Ft Lauderdale, FL, having joined the firm in 2025. Prior to this, he worked at Bank of America Merrill Lynch for eight years and PNC Financial Services for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business succession planning General retirement planning Wealth management Founder/Business Owner Executive Doctor or Medical Professional
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Ahmed R

Series 66

Ft Lauderdale, FL

Edward Jones

Ahmed Roshdy is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase and Insigneo Advisory Services LLC. Outside of finance, he is involved with the Plantation Football Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers various investment and advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices.

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

Series 63, Series 66

Ft Lauderdale, FL

Edward Jones

Alexis Aragones is a financial advisor at Edward Jones with 11 years of industry experience. Prior to joining Edward Jones, Alexis held positions at Bank of America NA, Merrill Lynch, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Educators, Teachers, and Academics LGBTQIA
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Zachary M

CFP®, Series 66

Fort Lauderdale, FL

Edward Jones

Zachary Mignacca is a CFP® and Series 66 credentialed financial advisor with five years of industry experience. He is currently with Edward Jones in Fort Lauderdale, FL, having also worked at Northwestern Mutual and other firms. 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.

General retirement planning Retired Founder/Business Owner Executive
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