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Cullen B

Series 63, Series 66

Modesto, CA

Edward Jones

Cullen Bearden is a financial advisor with Edward Jones in Modesto, CA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at LPL Financial, Bank of Stockton Investment and Insurance Services, and MOCSE Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.

Retirement income strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Stephen B

Series 66

Modesto, CA

Edward Jones

Stephen Blakeley is a financial advisor with Edward Jones in Modesto, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves on the Finance Committee of the Modesto Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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