Best Stock Broker Bakersfield Near Me

4worldlovers: At our Bakersfield Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals.

As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions.

A Financial Consultant can help you get where you want to be.

When you work with one of our Financial Consultants, you can count on partnering that’s founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you achieve your financial goals will be their priority.

While there are eligibility requirements to work with a dedicated Financial Consultant, the team at your local branch is ready to help answer your questions and offer guidance and support.

4worldlovers: Our primary purpose is to understand your financial priorities and then create customized, specific strategies for reaching those goals. We accomplish this by spending time learning about what is important to you, leveraging the tools and resources provided by Edward Jones, and collaborating with your CPA, attorney and other professionals, in executing your plan. Along the way, we regularly discuss your progress together through an established process of account reviews.

In 1999, I began my career with Edward Jones as a financial advisor, immediately following my graduation from Brigham Young University with a degree in business administration and an emphasis in finance. In 2009, I received my CFP certification from the Certified Financial Planner Board of Standards Inc. Most importantly in 2000, my senior branch office administrator, Nellie Mesa, joined our office. Together, we have established the longest-serving branch team in Bakersfield. Both Nellie and I are limited partners of Edward Jones.

My wife, Amy, and I married in 1997 and have made Bakersfield our home since 1999. Together, we have five children and are active members of the community, volunteering time to serve in our church and supporting various local organizations such as Keep Bakersfield Beautiful and the Bakersfield Symphony Orchestra. I joined Rotary International in 2009 and the Bakersfield Breakfast Rotary Club in 2016. I also serve on the executive committee of the Bakersfield College Foundation Board, having been a member since 2011 and past board chair from 2018-2020.

We look forward to hearing from you and beginning the process of helping you reach your most important goals.