San Diego, CA 2550 5th Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

2550 5th Ave Ste 65

San Diego CA 92103

Advisors at this office

2

Advisors at this office

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Emily S

Series 66

San Diego, CA

Edward Jones

Emily Shipcott is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has a diverse work background including roles with the San Diego Padres, Seattle Mariners, and Amazon. 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 under management through a nationwide network of over 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

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

CFP®, Series 63, Series 66

San Diego, CA

Edward Jones

Jacob Sutton is a CFP® professional with 19 years of industry experience, currently practicing at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in a condo rental business in Carlsbad, CA. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, 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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