Melissa Diaz (CRD# 7825319) is an Investment Advisor Representative working at Edward Jones in North Tustin, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Nov 2023 - Current | < 1 |
Boozy Bartending LLC | Fullerton, CA | Jun 2022 - Current | 2 |
Bank Of America | Santa Ana, CA | Jul 2018 - Oct 2023 | 5 |
The Recess Room | Fountain Valley, CA | Sep 2020 - Nov 2020 | < 1 |
Rodrigo's Mexican Restaurant | Huntington Beach, CA | Apr 2018 - Feb 2019 | < 1 |
Starbucks | Buena Park, CA | Oct 2017 - May 2018 | < 1 |
Cedar Fair | Buena Park, CA | Sep 2016 - Nov 2017 | 1 |
Unemployed | La Palma, CA | Nov 2013 - Aug 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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