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Heather R

Series 63, Series 66

Paso Robles, CA

Edward Jones

Heather Rukavina is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Pacific Life Insurance Company and Symetra Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large national network of advisors and offers affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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