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Harry W

Series 66

Gold River, CA

Edward Jones

Harry Webb Jr. is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Before joining Edward Jones in 2023, he held various roles across technology and media companies including Contour Design, Logitech, and AVer Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Retired Founder/Business Owner Executive
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Brian C

CFP®, Series 66

Gold River, CA

Edward Jones

Brian Casper is a financial advisor at Edward Jones in Gold River, CA, holding CFP® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Early retirement planning Executive Values-based investing Christian Faith Based
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Julie G

CFP®, Series 63, Series 66

Gold River, CA

Edward Jones

Julie Granja is a CFP®-certified financial advisor with Edward Jones, based in Gold River, CA. She has 11 years of industry experience, including nine years with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Wealth management Inheritance planning Business ownership considerations Business succession planning Founder/Business Owner
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