Sonora, CA 13923 Mono Way Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

13923 Mono Way

Sonora CA 95370

Advisors at this office

2

Advisors at this office

Jessica L

CFP®, Series 66

Sonora, CA

Edward Jones

Jessica Leveroos is a CFP® and holds a Series 66 license with 16 years of experience in the financial industry. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

General retirement planning Retired Founder/Business Owner Executive

David C

Series 66

Sonora, CA

Edward Jones

David Cazares is a financial advisor at Edward Jones in Sonora, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Lewis Financial and has experience in construction and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, 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.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive Religious/faith focused
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