CA · Sonora

Fiduciary advisors in Sonora, CA

1 advisor with offices in Sonora. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Sonora

Edward Jones - Financial Advisor: Jordan R Sergent

Sonora, California

Wirehouse

Retirement Planning Investment Management

Edward Jones - Financial Advisor: Jordan R Sergent is a wirehouse firm in Sonora, California. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Sonora, California

Advisors serving Sonora specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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