Racquel Manalo

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

• 05/2023 → Present
  Edward Jones
  Del Mar, CA
• 10/2021 → 11/2022
  Amres Corporation
  San Diego, CA
• 08/2010 → 09/2021
  Axos Bank
  San Diego, CA
• 11/2022 → 05/2023
  Unemployed
  San Diego, CA

Other Businesses

Racquel Manalo Type of business: Notary Signings/Loan Signings San Diego, CA Start date: 8/12/2024 Mobile Notary Hours per week: 1 Hours during trading: 0 I plan on doing notary signings and loan closing signings outside of work and business hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-29

Other Names

• Racquel Catalina Gaffud