Monica Esquivel (CRD# 7838740) is an Investment Advisor Representative working at Edward Jones in Cloverdale, CA and has 1 year of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 6119346
Stifel, Nicolaus & Company, Incorporated
CRD# 5581941
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Dec 2023 - Current | < 1 |
| St. John The Baptist Catholic School | Healdsburg, CA | Feb 2021 - Dec 2023 | 2 |
| Home | Calistoga, CA | Jul 2019 - Jan 2021 | 1 |
| Laramie Main Street Alliance | Laramie, WY | Feb 2019 - Jul 2019 | < 1 |
| Never Flinch, The Foundation | Laramie, WY | Oct 2015 - Jul 2019 | 3 |
| The Open School | Laramie, WY | Aug 2017 - May 2019 | 1 |
| Home | Upton, WY | Oct 2013 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 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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