Dixon, CA North Lincoln Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

805 North Lincoln Street, Suite C

Dixon CA 95620

Advisors at this office

3

Advisors at this office

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Julie N

Series 66

Dixon, CA

Edward Jones

Julie Norton is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, 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

Angela C

Series 66

Dixon, CA

Edward Jones

Angela Culp is a financial advisor with Edward Jones in Dixon, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at United Veterinary Care CA Inc and the University of California. Outside of her advisory role, she serves as co-trustee of a trust that owns rental property. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Multi-generational wealth transfer Self-Employed

Brenda W

CFP®, Series 66

Dixon, CA

Edward Jones

Brenda Walker is a CFP® and Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2016, following a brief tenure at Kelly Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations General estate planning guidance Retired Founder/Business Owner Executive
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