Julio Sandoval (CRD# 7801220) is an Investment Advisor Representative working at Edward Jones in La Palma, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Sep 2023 - Current | < 1 |
Jmj Financial Group | Huntington Beach, CA | May 2023 - Sep 2023 | < 1 |
Easie Investments LLC | Long Beach, CA | Feb 2022 - Jun 2023 | 1 |
908 Investments LLC | Long Beach, CA | Nov 2019 - Jun 2023 | 3 |
Jas Finance And Marketing Services | Long Beach, CA | Jan 2015 - Jun 2023 | 8 |
Alameda Mortgage Corporation | Palmdale, CA | Dec 2018 - May 2023 | 4 |
Finance Of America | Seal Beach, CA | Nov 2015 - Dec 2018 | 3 |
Pinnacle Capital Mortgage LLC | Seal Beach, CA | Oct 2014 - Nov 2015 | 1 |
Citywide Home Loans | Long Beach, CA | Oct 2014 - Oct 2014 | < 1 |
Hightech Lending, Inc. | Irvine, CA | Jul 2014 - Oct 2014 | < 1 |
Citywide Home Loans | Long Beach, CA | Sep 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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