Los Altos, CA Main St Office

Katrina Yun Nikolac is a financial advisor at Edward Jones in Los Altos, CA, holding the CFP®, ChFC®, and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient overlay services.

Davinder Gupta is a financial advisor with Edward Jones in Los Altos, CA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held positions at Prudential Insurance Company of America, Woven By Toyota, Roche, and Adobe Systems. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.