Sonoma, CA Broadway Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,155 offices

Location

554 Broadway

Sonoma CA 95476

Advisors at this office

4

Advisors at this office

Hugo M

Series 63, Series 65

Sonoma, CA

Edward Jones

Hugo Mendoza Solis is a financial advisor with Edward Jones in Sonoma, CA, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. He is involved with the La Luz Center’s Micro Loan Committee and serves on the board of the Sonoma Valley Education Foundation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a broad spectrum of needs. The firm offers comprehensive investment advisory programs, including discretionary and non-discretionary strategies, and supports its clients with affiliated mutual funds, tax-efficient services, and a nationwide network of over 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Hispanic/Latino/Latinx

Todd G

Series 63

Sonoma, CA

Edward Jones

Todd Gerber is a Series 63-licensed financial advisor with Edward Jones, based in Sonoma, CA. He has 50 years of industry experience and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was not employed for one year. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

John C

Series 66

Sonoma, CA

Edward Jones

John Cowles is a financial advisor with Edward Jones, holding the Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he manages and operates Blue Star Wine Country Tours, a wine tour company based in Sonoma, California, which he runs occasionally on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

General retirement planning Wealth management Retired Founder/Business Owner Executive

Peter S

Series 66

Sonoma, CA

Edward Jones

Peter Stewart is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he worked for Youngs Market/RNDC for nine years. He also serves as Vice President of Mayacamas Fire, where he participates in board meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Family Business Retired Founder/Business Owner Executive
View complete list of advisors at this office
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