Santa Rosa, CA Round Barn Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,159 offices

Location

3550 Round Barn Blvd Suite 205

Santa Rosa CA 95403-0962

Advisors at this office

5

Advisors at this office

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William G

CFP®, Series 66

Santa Rosa, CA

Edward Jones

William Glascock is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has been with Edward Jones since 2018 and previously worked at Keysight Technologies, Inc. from 2014 to 2018. He is based in Santa Rosa, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Jonathan P

Series 66

Santa Rosa, CA

Edward Jones

Jonathan Polkinghorn is a Series 66-licensed financial advisor at Edward Jones in Santa Rosa, CA, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Kuhn Rikon and Gumas Advertising. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Timothy C

Series 66

Santa Rosa, CA

Edward Jones

Timothy Carroll is a financial advisor with Edward Jones in Santa Rosa, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Homeguide Mortgage and CMG Mortgage from 2014 to 2022. 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 with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.

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

Matthew W

CFP®, Series 66

Santa Rosa, CA

Edward Jones

Matthew Walls is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked for five years at Cintas Corporation. Outside of his advisory role, he owns a rental property in Nevada that is managed by a third-party management company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Family Business Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner

Fadi A

Series 66

Santa Rosa, CA

Edward Jones

Fadi Azhari is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at several technology firms including InflexAI, LLC, CelerData, and PingCAP, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Exec comp design Startup equity planning Liquidity event planning Business ownership considerations Business exit / sale strategy Founder/Business Owner Executive Technology Professional LGBTQIA
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