San Mateo, CA Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

411 Borel Avenue, Suite 505

San Mateo CA 94402

Advisors at this office

3

Advisors at this office

Matthew G

Series 63, Series 66

San Mateo, CA

Edward Jones

Matthew Grush is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Commure, Augmedix, JustAnswer, and SquareTrade. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Active portfolio management ESG / Sustainable investing Wealth management Professional Athlete
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Dukens H

Series 66

San Mateo, CA

Edward Jones

Dukens Holmes Tallandier is a financial advisor at Edward Jones in San Mateo, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, they were involved with Bay Area Home Cleaning, a residential and commercial cleaning service they owned and managed. Dukens also served in the US Army Reserves from 2013 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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

Erin S

CFP®, Series 63, Series 66

San Mateo, CA

Edward Jones

Erin Sinclair is a Certified Financial Planner™ (CFP®) based in San Mateo, CA, affiliated with Edward Jones. She has 27 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, operating under a fiduciary standard while maintaining a large retail advisor and branch network.

Charitable giving tax strategies Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Inheritance planning Founder/Business Owner Women Professionals Women's Finance
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