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Karen K

CFP®, Series 66

Yuba City, CA

Edward Jones

Karen Kam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at T-Mobile US for one year. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Government Employee Founder/Business Owner
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Houston T

Series 63, Series 65

Yuba City, CA

Edward Jones

Houston Taylor Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked exclusively at Edward Jones since 1998. Outside of his advisory role, he serves as an assistant girls varsity basketball coach at Sutter High School in California during the basketball season. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

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

Series 66

Yuba City, CA

Edward Jones

Angelo Miller is a financial advisor at Edward Jones in Yuba City, CA, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Slakey Brothers and Anixter. 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 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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