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Isaac W

Series 66

Vista, CA

Edward Jones

Isaac White is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served at the San Diego County Sheriff's Office for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

College savings (529s, UTMA, etc.) Public Service Employee Sales Professional Government Employee
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Nicole W

ChFC®, Series 66

Vista, CA

Edward Jones

Nicole White is a financial advisor with Edward Jones in Vista, California. She holds the ChFC® designation and Series 66 license and has eight years of industry experience, all with Edward Jones since 2018. Prior to joining the firm, she took two years away from the industry as a stay-at-home mom. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated financial services, managing over $1 trillion in assets through a large nationwide advisor and branch network.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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