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Michael M

Series 66

Menifee, CA

Edward Jones

Michael Mair is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase, Bank of America/Merrill Lynch, U.S. Bank, and the Office of the Comptroller of the Currency. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Michael T

Series 66

Menifee, CA

Edward Jones

Michael Tamayo is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and previously spent 10 years with Wells Fargo Clearing Services LLC before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business exit / sale strategy Business succession planning Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Deborah M

Series 66

Menifee, CA

Edward Jones

Deborah Mc Clure is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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