Melissa Estrada, financial advisor Simi Valley CA
90 score

Melissa Estrada

CRD Number: 6137506
Current Firm: Edward Jones

Melissa Estrada (CRD# 6137506) is an Investment Advisor Representative working at Edward Jones in Simi Valley, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2012 - Current 4
Jh Capital Woodland Hills, CA Sep 2012 - Oct 2012 < 1
Travel Services Valencia, CA Apr 2010 - Sep 2012 2
Dubeau Financial Granada Hills, CA Jun 2008 - Feb 2010 1
Usmc Oceanside, CA Aug 2002 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Melissa M. Estrada
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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