Fortuna, CA Rohnerville Rd 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

3855 Rohnerville Rd

Fortuna CA 95540

Advisors at this office

3

Advisors at this office

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Herbert W

CFP®, Series 63, Series 65

Fortuna, CA

Edward Jones

Herbert Wood is a CFP®-designated financial advisor with Edward Jones, based in Fortuna, CA, and has 28 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Wood coaches the boys’ golf team at Fortuna Union High School and serves as Co-Chair of the children's street games for the Fortuna Rodeo Association, as well as an at-large board member of Van Duzen Land and Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

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

Sean M

Series 66

Fortuna, CA

Edward Jones

Sean Molyneaux is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 14 years at the Rio Dell Elementary School District. Outside of his advisory role, he coaches fifth-grade boys basketball in Ferndale, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Fortuna, CA

Edward Jones

Karen Houseworth is a financial advisor with Edward Jones in Fortuna, CA, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2015. 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 investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

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