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Brian G

Series 66

Huntington Beach, CA

Edward Jones

Brian Gadsby is a financial advisor at Edward Jones in Huntington Beach, CA, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2021, he worked at Oracle for two years and held various positions in media sales and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Max P

Series 66

Huntington Beach, CA

Edward Jones

Max Premer is a financial advisor with Edward Jones in Huntington Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Amazon Web Services, Amazon.com, Inc., Slalom, SAP Concur, and the University of Washington. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers various investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Retirement income strategy ESG / Sustainable investing Equity Recipients (RS/RSU, SOP, ESPP) Executive Technology Professional
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