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Deborah J

Series 66

Monterey, CA

Edward Jones

Deborah Josue is a financial advisor with Edward Jones in Monterey, California, holding a Series 66 license and six years of industry experience. Prior to joining Edward Jones in 2020, she worked at the Hilton San Francisco Union Square for four years. Outside of her advisory role, she has been involved as a brand ambassador for a jewelry business. 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, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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Anthony M

Series 63, Series 65

Monterey, CA

Edward Jones

Anthony Mendez is a financial advisor at Edward Jones in Monterey, CA, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work includes positions at Fidelity Investments, Wells Fargo Clearing, Wells Fargo Bank, Rabobank N.A., and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retired Founder/Business Owner Executive Newlywed/Engaged Widow/Widower
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