wiseradvisor

Aleksandar Raskovic
Edward Jones

Tel: 619-354-0609
4731 Clairemont Dr Suite 102
San Diego, CA 92117

Making Sense of Investing

Edward Jones | Financial Advisor in San Diego ,CA

About Edward Jones

When you work with Edward Jones, you have an entire team behind you who cares as much about why you're investing as what you invest in.

Down the street or just across town, Edward Jones offices are in your neighborhood, ready to serve you and the community. It's a personalized approach to investing, and it's what sets us apart. You'll work with your financial advisor one on one, supported by a branch office administrator helping you every step of the way. Your team will get to know you and your goals and provide the personal service only human beings can deliver. You deserve more than a phone number when it comes to the future you hope to build.


General Information

Firm Start Year:   1922
No.of Employees:   More than 5000
Gender:   Male
Insurance License#:   0C24309
States Licensed in:   All 50 States of United States of America
Number of Years with Current Firm:   3
Work Experience:   - Edward Jones - Financial Advisor August 2018 - Present

- Guild Mortgage - Senior Manager October 2016 - December 2017

- Wells Fargo - AVP / Regional Portfolio Lending Manager September 2011 - July 2016

- Wells Fargo - Various Underwriter Roles March 2003 - September 2011

- American Summit Lending - Underwriter January 2002 - March 2003

- US Bank - Loss Prevention Officer January 2001 - January 2002
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Foreign Languages Serviced:   English, Serbian, Bosnian, Macedonian, Russian
Advisory Services Provided:   Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Insurance Products & Annuities, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting


Services

Investment Types:   Annuities, Insurance, Stocks, Exchange Traded Funds (ETFs), Commodities, Mortgages & Real Estate, Mutual Funds, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At your office, Via Phone, Video Conference, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Life, Variable Annuity, Variable Life, Long Term Care


Firm Information

Firm's Number of Clients:   8,000,000
Assets Managed by Firm:   $1 Trillion
Advisor's Number of Clients:   150
Assets Managed by Advisor:   $50,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets


Education

Master of Business Administration (MBA)  Hamline University - Saint Paul, MN
09/2008-09/2010


Aleksandar Raskovic

Aleksandar Raskovic

It is a privilege and an honor to serve the San Diego community as a financial advisor. I love what I do because I have an opportunity to help people like you improve your life and take care of your families and your employees. What's important to you is most important to me.

Even during the pandemic, my clients and I stay in touch face-to-face via video conferencing. These are crucial conversations, as you are able to get most up-to-date information, make timely adjustments accordingly and confirm that our long-term strategy is keeping your goals on track. As your financial advisor, I want to ensure you feel understood, informed, in control and secure.

My wife, Hanna, and I have been married for 15 years, and we have two young children. We love spending time together at the beach, swimming in the ocean, traveling, hiking, dancing and meeting with our friends.

- Proud member of the Alzheimer's Association, Pedal the Cause, San Diego Regional Chamber of Commerce, Business Network International (BNI) and La Jolla Village Merchants Association.

- Undergraduate degree in international relations and business. Graduate degree in Master of Business Administration. Over 20 years of experience in finance.

We provide individuals, families, and businesses with investment strategies, retirement saving strategies, debt management, life insurance and long-term care, estate & legacy, and guidance to prepare for life's unexpected events.

I would like to become your partner in creating a strategy for a successful financial future for you and your family. Please contact me at (619) 354-0609 for a no cost, no obligation and 100% confidential consultation to discuss your situation and options.

Kindly yours, Aleksandar

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

- In-Person - All of San Diego County California - Via Phone or Video Conference - All 50 States of the United States of America