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Arnetta T

Series 63, Series 66

Pasadena, CA

Edward Jones

Arnetta Tolley is a financial advisor with Edward Jones in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

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

Series 63, Series 66

Pasadena, CA

Edward Jones

Sabrina Verduzco is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Her prior experience includes roles at Northwestern Mutual, an AI technology startup called Callo, and personal investment management. 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 options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Inheritance planning General retirement planning Executive Doctor or Medical Professional Real Estate Professional
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Todd G

Series 66

Pasadena, CA

Edward Jones

Todd Goldsworthy is a financial advisor at Edward Jones in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior roles include working at Goldsworthy Financial Services LLC and Klatch Coffee Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors nationwide.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Inheritance planning Professional Athlete Entertainment Industry Founder/Business Owner
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Evan M

Series 66

Pasadena, CA

Edward Jones

Evan Monroe is a financial advisor at Edward Jones in Pasadena, CA, holding a Series 66 designation. He has worked in the financial and commercial real estate sectors since 2019, including three years with Growth Investment Group. Monroe also has prior experience with Marcus & Millichap and participated in the USC JEP ReadersPlus program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and branch offices. The firm offers a range of investment advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Newlywed/Engaged Young Families
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Jonathan L

CFP®, Series 63, Series 66

Pasadena, CA

Edward Jones

Jonathan Lising is a CFP® professional at Edward Jones with 22 years of industry experience, including 14 years at Edward Jones. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a real estate business based in Huntington Beach, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Wealth management Business ownership considerations Business succession planning Founder/Business Owner Executive Doctor or Medical Professional
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