Bruno
Esquivel-Paz

Edward Jones

CRD#6011123
Investment Advisor
in Arcadia, CA
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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

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

310 E Foothill Blvd Suite 102
Arcadia, CA 91006

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

CA Average: $11,469,110,461
Total Number of Employees

23,408

CA Average: 458
Total Number of Accounts

3,047,151

CA Average: 33,415
Average Account Size

$107,966

CA Average: $343,232

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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.

2012 - Present (7 years)

Edward Jones

2010 - 2011 (1 year)

Cyntron Payroll Solutions, LLC

2007 - 2010 (3 years)

Paychex, Inc

Disclosures

Bruno Esquivel-Paz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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