Joseph A Arellano Jimenez

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

• 01/2018 → 10/2021
  Monterey County Office Of Education
  Salinas, CA
• 08/2020 → 08/2023
  Dealmakers Realty
  Salinas, CA
• 01/2013 → 12/2017
  Unemployed
  Salinas, CA
• 09/2023 → 08/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2023 → 08/2024
  Northwestern Mutual Investment Services Llc
  Monterey, CA
• 10/2024 → Present
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2025-01-24

Other Names

• Joseph Anthony Arellano
• Jay Arellano
• Joseph Arellano
• Joseph A Arellano