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Janelle S

Series 66

Fortuna, CA

Edward Jones

Janelle Swan Robinson is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Loleta Community Chamber in Loleta, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive Women Professionals Widow/Widower
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Fredrick R

Series 66

Fortuna, CA

Edward Jones

Fredrick Robinson is a Series 66-licensed financial advisor with Edward Jones in Fortuna, California, where he has worked for seven years. Prior to joining Edward Jones, he held roles in insurance and education and spent six years with Frito Lay. Outside of his advisory work, he serves as a sports official for high school and junior college basketball and football games in the local area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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