Delta, CO 620 Main St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

620 Main St Suite 103

Delta CO 81416

Advisors at this office

3

Advisors at this office

Isaiah S

Series 66

Delta, CO

Edward Jones

Isaiah St Peter is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he pursues oil painting as a hobby and sells originals and prints. 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. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive

David S

Series 66

Delta, CO

Edward Jones

David Salcedo is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Valor Tactical Innovation, Sunbelt Solomon, and Capco Inc. Outside of advising, Salcedo holds a Certified Welding Inspector certificate and plans to maintain this credential as a potential income source in retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

General retirement planning Inheritance planning Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx

Ty W

Series 66

Delta, CO

Edward Jones

Ty Withee is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Shaw Construction, LLC for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
View complete list of advisors at this office
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