San Diego, CA Sabre Springs Pkwy 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

13400 Sabre Springs Pkwy, Suite 260

San Diego CA 92128

Advisors at this office

2

Advisors at this office

Monica B

Series 63, Series 66

San Diego, CA

Edward Jones

Monica Bezy is a financial advisor with Edward Jones in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at TD Ameritrade Institutional for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans

Eben K

Series 66

San Diego, CA

Edward Jones

Eben Kohn is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation. He joined Edward Jones in 2025 after four years at Guidepoint and prior roles in academia and public service, including positions at the Institute of Transportation Studies at UC Davis and CalSTRS. 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 strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner Widow/Widower
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