Eric Bravo
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Santa Maria, CA 93454
Credentials
CFP®, Series 66
Industry experience
18 years
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Wealth management
General retirement planning
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Elise E
Series 66
Grover Beach, CA
Edward Jones
Steven F
Series 66
Nipomo, CA
Edward Jones
Brett Z
Series 63, Series 65
Nipomo, CA
Merrill
Brett Zimmer is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients on the Central Coast since 1986. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brett holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Business Administration from Cal Poly State University in San Luis Obispo, CA. Brett has lived on the Central Coast since 1980, where he and his wife, Karen, have raised their four children. In addition to his professional work, Brett serves on the board of his local church. He enjoys a variety of sports and outdoor activities including baseball, football, golfing, hiking, racquetball, swimming, and table tennis.
Jefferson L
Series 66
Santa Maria, CA
Edward Jones
Zachary S
Series 65, Series 66
Arroyo Grande, CA
Phase Line Financial
John C
Series 63, Series 65
Arroyo Grande, CA
Influx Capital Management
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