Alameda, CA Encinal Ave Office

Benjamin Zusman is a financial advisor at Edward Jones with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones, he worked at New York Life for two years and was involved in the restaurant business at Italian Colors Restaurant for four years. He also has experience working with the U.S. House of Representatives Foreign Affairs Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a national network of advisors and branch offices.

Phuong Hart is a Series 66 licensed financial advisor with five years of industry experience, currently practicing at Edward Jones since 2021. Prior to joining Edward Jones, Hart worked at Wells Fargo Bank for six years. Outside of finance, Hart assists with administrative duties for a kitchen and bath design business in Roseville, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.