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Jocelyn F

Series 66

Los Osos, CA

Edward Jones

Jocelyn Furtado is a financial advisor with Edward Jones in Los Osos, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Jocelyn worked in various roles across hospitality and entertainment sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Deanna R

Series 66

Los Osos, CA

Edward Jones

Deanna Richards is a Series 66-licensed financial advisor with Edward Jones, based in Los Osos, CA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Richards serves as a board director for the San Luis Obispo Symphony, where she advises and assists with governance and policy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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