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John Guevara Musni

Edward Jones

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About John Guevara Musni

John Guevara Musni is an investment advisor representative with Edward Jones and has been in the industry for over 28 years. John is registered with the state of California and is active in the state of California, Arizona, Colorado, Florida, Georgia, Idaho, Iowa, Maryland, Nevada, Oregon, Virginia, and Washington. John is also registered as a Registered Representative with FINRA. John has a Series 7 and Series 63 and Series 65 license. John has experience in providing financial planning, selection of other advisors, portfolio management for businesses and individuals, and pension consulting.

Firm Information

John Musni is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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John Musni’s Registration & Firm History

CA

11/06/2006 - Present

Edward Jones (SALINAS CA)

CA

05/02/2001 - 05/03/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

10/05/1994 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 03/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for John Guevara Musni. Review regulatory record here.
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