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Alfredo G

Series 65, Series 66, Series 63

San Pedro, CA

Edward Jones

Alfredo Gomez is a financial advisor with Edward Jones, holding Series 63, 65, and 66 credentials and bringing 18 years of industry experience. His background includes roles at U.S. Bank, HighMark Capital Management, Advisor Group, SagePoint Financial, and Jackson National Life. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. 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
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James R

Series 63, Series 66

San Pedro, CA

Edward Jones

James Rumph II is a financial advisor with Edward Jones in San Pedro, CA, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, TD Ameritrade Investment Management, and Infosys. Outside of advising, he owns an e-commerce business specializing in coffee and tea. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors across a wide range of asset levels. The firm offers a variety of advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

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