Carlsbad, CA Tiger Run Court Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,118 advisors across 14,150 offices

Location

3129 Tiger Run Court, Suite 112

Carlsbad CA 92010

Advisors at this office

5

Advisors at this office

Russell F

Series 66

Carlsbad, CA

Edward Jones

Russell Fujii is a financial advisor with Edward Jones in Carlsbad, CA, holding a Series 66 credential and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a trustee for a family living trust. 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 through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized services.

Divorce financial planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive

Robert S

Series 66

Carlsbad, CA

Edward Jones

Robert Smith is a financial advisor with Edward Jones in Carlsbad, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Dynatronics, Inc. and Breg, Inc., and spent a year self-employed. He serves as President of the Teen Volunteers in Action SD5 Chapter in Encinitas, CA, a parent-son volunteer organization partnering with local nonprofits. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Business succession planning Business Financial Management Wealth management Founder/Business Owner Technology Professional Entertainment Industry Intergenerational Families

Darcy W

CFP®, Series 66

Carlsbad, CA

Edward Jones

Darcy Wolfe is a CFP® with 12 years of experience at Edward Jones in Carlsbad, CA. Prior to joining Edward Jones in 2014, he served 20 years in the U.S. Navy/Reserves. 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 and investment services through a large national network of advisors and branch offices.

Retirement income strategy Business ownership considerations Key person insurance & risk mitigation Military & Veterans Founder/Business Owner Women Professionals Intergenerational Families
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Noah M

Series 66

Carlsbad, CA

Edward Jones

Noah Mc Kemy is a financial advisor with Edward Jones in Carlsbad, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at California Bank and Trust for three years and has experience in various roles including at Chick-fil-A and UPS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branches across the U.S.

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

CFP®, Series 66

Carlsbad, CA

Edward Jones

Lloyd Manzanilla is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Carlsbad, CA. 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.

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