Maria A Galvez

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Edward Jones
  Redlands, CA

Other Businesses

1 Lil Ms. Notary 2 Go Type: Mobile Notary Date: 12/06/05 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Notarize wide range of documents. More of an on-call position, income varies annually if any at all. I primarily notarize for Edward Jones at no cost. City-State: Redlands CA ************************ CCAC Type: Date: 08/10/16 Title: Board Member Director Trad Hrs: 0 Tot Hrs: 0 Attend a minimum of 80% of the Board of Directors meetings and serve a 3yr term. I help coordinate volunteers, inventory, equipment, maintenance, & arrangements for our annual fundraiser. City-State: Mentone CA

Exams

• S66 Uniform Combined State Law Examination
  2024-07-06

Other Names

• Maria A Gutierrez