Eric Escobar, financial advisor Alta Loma CA

Eric Escobar

CRD Number: 6397248
Current Firm: Edward Jones

Eric Escobar (CRD# 6397248) is an Investment Advisor Representative working at Edward Jones in Alta Loma, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2023 - Current < 1
Capital Group Los Angeles, CA Sep 2014 - Sep 2023 9
Keller Williams San Antonio, TX May 2013 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2023
Contact Info for Eric A. Escobar
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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