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Joseph O
Series 66
Granite Bay, CA
Edward Jones
Joseph Ostrander is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked for eight years at the Sacramento County Sheriff's Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Michael B
CFP®, Series 66
Granite Bay, CA
Edward Jones
Michael Blair is a CFP® and Series 66-registered advisor with Edward Jones in Granite Bay, CA, where he has worked since 2020. He has five years of industry experience and previously worked at the California Dental Association and Mann, Urrutia, Nelson, CPAs & Associates LLP. 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 strategies, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.
Jerry N
Series 63, Series 66
Granite Bay, CA
Edward Jones
Jerry Newman is a financial advisor with Edward Jones in Granite Bay, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he has no recorded responsibilities in other business activities. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branches.
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