Napa, CA 1st 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

1721 1st St

Napa CA 94559

Advisors at this office

3

Advisors at this office

Justin G

CFP®, Series 66

Napa, CA

Edward Jones

Justin Gomez is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. He is based in Napa, CA, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michaela G

Series 66

Napa, CA

Edward Jones

Michaela Gomez is a financial advisor at Edward Jones in Napa, CA, holding a Series 66 designation. She began her advisory career at Edward Jones in 2023 after ten years at Providence Queen of the Valley Medical Center. 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 advisory programs, including discretionary and non-discretionary wrap fee 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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Jennifer S

Series 66

Napa, CA

Edward Jones

Jennifer Sunseri is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she worked at Traffic Fax and held positions with the Napa Valley Unified School District and as a self-employed professional. She is in the process of closing her sole proprietorship, Sunseri Fiduciary Services, where she served as a professional fiduciary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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