Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jeffrey C

Series 66

Half Moon Bay, CA

Edward Jones

Jeffrey Chu is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones in 2023, he worked at Iron Mountain Inc. and Alfresco Software. Outside of his advisory role, he participates as a limited partner in a solar systems investment fund. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive national network of advisors and branches and offers both discretionary and non-discretionary strategies under a fiduciary standard.

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

Christopher D

CFP®, Series 63, Series 66

Half Moon Bay, CA

Edward Jones

Christopher Devcich is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of household and organizational types. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and provides a variety of discretionary and non-discretionary investment strategies, including overlay and tax-efficient services.

Retirement income strategy General retirement planning Business ownership considerations Wealth management General estate planning guidance Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")