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William R

Series 66

Los Angeles, CA

Edward Jones

William Runkle is a financial advisor with Edward Jones in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience, including time at Provident Funding Associates, L.P. and the University of California Davis. Outside of his advisory role, he serves as the Director of Student Connections for the Online MBA Student Association at UC Davis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

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

CFP®, Series 66

Los Angeles, CA

Edward Jones

Deborah Der Hammett is a financial advisor at Edward Jones in Los Angeles, CA, holding CFP® and Series 66 designations with 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Inheritance planning Founder/Business Owner
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Naomi P

Series 66

Los Angeles, CA

Edward Jones

Naomi Price is a financial advisor at Edward Jones in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at MullenLowe US and Rpa, and was affiliated with Loyola Marymount University. 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 solutions supported by a large nationwide network of advisors and branch offices.

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