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Katherine D
Series 66, Series 63
Sacramento, CA
Edward Jones
Katherine Ducharme is a financial advisor with Edward Jones in Sacramento, CA, holding Series 66 and Series 63 credentials. She has one year of industry experience. Her prior work includes roles at Vanguard Marketing Corporation, Saxbys, and the U.S. Department of State. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Roneil K
Series 66
Sacramento, CA
Edward Jones
Roneil Kumar is a financial advisor at Edward Jones in Sacramento, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at First Republic and Apple, and has experience as a learning consultant focused on improving training programs through freelance work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and a large nationwide network of financial advisors and branch offices.
Ashwin M
Series 66
Sacramento, CA
Edward Jones
Ashwin Mudaliar is a financial advisor at Edward Jones in Sacramento, CA, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and previously worked for Comfort Suites for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
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