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Geoffrey S

Series 66

San Marino, CA

Edward Jones

Geoffrey Smith is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked with San Gabriel Community Church for 15 years. Outside of his advisory role, he serves as an Assistant Project Manager for Surge Consultant Group, LLC, a business consulting firm in Pasadena, CA, where he participates in client research and intermittent film shoots. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient overlays within a fiduciary framework.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Devlin C

Series 66

San Marino, CA

Edward Jones

Devlin Chung is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to that, he worked at All County Property Management West and has been involved with Knotico LLC since 2011. 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, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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