Los Altos, CA S San Antonio Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

339 S San Antonio Road, Suite 1 B

Los Altos CA 94022

Advisors at this office

2

Advisors at this office

Cynthia W

CFP®, ChFC®, Series 63

Los Altos, CA

Edward Jones

Cynthia Wemyss is a CFP®, ChFC®, and Series 63–licensed financial advisor with Edward Jones in Los Altos, CA, where she has worked since 1999. She has 27 years of industry experience. Outside of Edward Jones, she is a partner in a consulting business called C A Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Keith M

Series 66

Los Altos, CA

Edward Jones

Keith Mc Ginnis is a financial advisor at Edward Jones in Los Altos, CA, holding a Series 66 designation with two years of industry experience. He has been associated with Edward Jones since 2010. Outside of his advisory role, he has worked part-time in the heating and cooling industry, handling building permit processes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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