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Milda E

Series 66

Salinas, CA

Edward Jones

Milda Esquivel is a financial advisor at Edward Jones with eight years of industry experience. She has held her current role since 2017 and previously worked with Food Thumb, LLC and Asilomar Conference Grounds, Aramark. Esquivel holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,000 financial advisors.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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Joseph A

Series 66

Salinas, CA

Edward Jones

Joseph Arellano Jimenez is a financial advisor with Edward Jones in Salinas, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also has experience in real estate with DealMakers Realty and served at the Monterey County Office of Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Real estate investing Founder/Business Owner
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John M

Series 63, Series 65

Salinas, CA

Edward Jones

John Musni is a financial advisor with Edward Jones in Salinas, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Retirement income strategy General estate planning guidance Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Karen H

CFP®, Series 66

Salinas, CA

Edward Jones

Karen Hagman is a CFP® and holds a Series 66 license, with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked with the Hartnell College Foundation from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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