San Marcos, CA W San Marcos Blvd 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

910 W San Marcos Blvd Ste 104

San Marcos CA 92078

Advisors at this office

2

Advisors at this office

Brock B

Series 63, Series 66

San Marcos, CA

Edward Jones

Brock Bracamontes is a financial advisor at Edward Jones in San Marcos, CA, holding Series 63 and Series 66 designations with two years of industry experience. His prior work experience includes roles at Northwestern Mutual Wealth Management and Anheuser Busch InBev. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Liquidity event planning Retirement income strategy Wealth management Startup equity planning Founder/Business Owner

Todd S

Series 66

San Marcos, CA

Edward Jones

Todd Stucker is a financial advisor with Edward Jones in San Marcos, CA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at 24 Hour Fitness from 2011 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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