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About this Advisor
Bruno Esquivel-Paz is a financial advisor who works out of Arcadia, California, who has been in the industry for 11 years. Esquivel-Paz is an employee of Edward Jones. Their career trajectory has included roles at Edward Jones, Cyntron Payroll Solutions, LLC and Paychex, Inc. Esquivel-Paz holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Edward Jones is a company operating out of Arcadia, California. The firm has offices in 12,884 locations and a total of 23,510 advisors. It controls $312 billion in total assets among its 2,500,304 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 852 charities and foundations. Of its 2,500,304 accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which services are offered. Fees charged by Edward Jones can include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bruno Esquivel-Paz Work History
Bruno has 11 years of experience.
Cyntron Payroll Solutions, LLC
Bruno Esquivel-Paz has no disclosures.
Please visit their SEC profile for more details.