Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

firm logo

Sarah K

Series 66

San Diego, CA

Edward Jones

Sarah Karpicus is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has prior experience with Shakti Rising, a nonprofit organization focused on healing and recovery. Outside of her advisory role, she owns and manages Yellowbird Expressive Arts, an expressive arts therapy business offering individual sessions, groups, retreats, and virtual programs, and participates as a performer in a local playback theatre troupe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Women Professionals
user avatar
firm logo

Jackson M

Series 66

San Diego, CA

Edward Jones

Jackson Montgomery is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Interactive Brokers LLC and LPL Financial. His background also includes roles outside finance, such as working for Pizza Hut and involvement with the Cal South Soccer Organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")