Roseville, CA Sierra College Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,159 offices

Location

8150 Sierra College Blvd, Ste 190

Roseville CA 95661-9414

Advisors at this office

4

Advisors at this office

Priscilla L

Series 66

Roseville, CA

Edward Jones

Priscilla Luckhurst is a financial advisor at Edward Jones in Roseville, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked full-time in education and operated her own consulting business for seven years. She also has a decade of experience with CorePower Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning Inheritance planning Founder/Business Owner Executive

Robert G

Series 66, Series 63

Roseville, CA

Edward Jones

Robert Gustavis II is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at John Hancock and AIG Corebridge. Outside of his advisory work, he has co-owned an ATM business and owns several rental properties, including an Airbnb managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning Liquidity event planning Business ownership considerations Business exit / sale strategy Founder/Business Owner Doctor or Medical Professional
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Thomas C

Series 66

Roseville, CA

Edward Jones

Thomas Coombs is a financial advisor at Edward Jones in Roseville, CA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors 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.

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

CFP®, Series 66

Roseville, CA

Edward Jones

Mitchell Howard is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He is currently with Edward Jones in Roseville, CA, where he has worked since 2019. His prior experience includes roles at Charles Schwab and Northwestern Mutual. 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 and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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