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Peter M
Series 66
Sonoma, CA
Edward Jones
Peter Monteleone is a financial advisor at Edward Jones in Sonoma, CA, holding a Series 66 designation. He has one year of industry experience, including running a business consulting practice prior to joining Edward Jones. Before his financial services career, he spent nearly two decades at Martine's Wines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Ian C
Series 66
Sonoma, CA
Edward Jones
Ian Copple is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at LPL Financial and Redwood Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large nationwide network of financial advisors and branch offices.
Letizia V
Series 66
Sonoma, CA
Edward Jones
Letizia Veronese is a Series 66 licensed financial advisor with Edward Jones, based in Sonoma, CA, and has two years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gary S
CFP®, Series 63, Series 66
Sonoma, CA
Edward Jones
Gary Scott is a CFP® professional with over 31 years of industry experience, currently serving at Edward Jones since 1994. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a rental property owner in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.
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