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Qualifications of Financial Advisor in Grass Valley

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Grass Valley, California
Financial Advisor Office Location Phone Number
Jennifer Staben
Edelman Financial Engines, LLC
1112 Galleria Boulevard Suite 160,
Roseville, CA  95678
(916) 780-5353
Jim Dillon
Dillon Financial Services
9700 Business Park Drive,
Sacramento, CA  95827
(916) 380-3164
Jennifer Staben
Edelman Financial Engines, LLC
9245 Laguna Springs Drive Suite 200,
Elk Grove, CA  95758
(916) 780-5353

Information on Qualified Financial Advisors in Grass Valley

Qualifications CRD# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1112 Galleria Boulevard Suite 160,
Roseville,
CA 
95678
Phone Number (916) 7805353

Joined Edelman Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5161877
FirmCRD# 7717
Series 6, 7, 26, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 9700 Business Park Drive,
Suite 204,
Sacramento,
CA 
95827
Phone Number (916) 3803164

Jim Dillon has been in private practice in the financial services industry since 2007. A CFP® and Chartered Financial Consultant®. Jim assists clients with both their business and their personal investment and insurance related needs.

About Dillon Financial Services

Jim Dillon, CFP®, ChFC®, and owner of Dillon Financial Services, has been in business as an independent financial advisor since 2007. Jim offers his clients comprehensive financial planning services, retirement planning, and investment portfolio management. Jim also works with business entities that sponsor qualified company retirement plans. Many times these types of clients are unaware of the excessive costs their plans are paying and the liability the sponsors are personally exposed to. Jim Dillon is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Dillon Financial Services and IFG are not affiliated. Registrations Include: Series 6, Series 7, Series 63, Series 65. California Insurance License: 0F21878 Licensed to sell securities in CA Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website, you are leaving our site and assume total responsibility for your use at these sites.



Qualifications CRD# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 9245 Laguna Springs Drive Suite 200,
Elk Grove,
CA 
95758
Phone Number (916) 7805353

Joined Edelman Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Grass Valley, California
Ostrofe Financial Consultants, Inc. Grass Valley, CA

Select other cities around Grass Valley, California to broaden your search for a financial advisor