Andres Rubio
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business exit / sale strategy
Business succession planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Demographic focus
Hispanic/Latino/Latinx
Work history
Edward Jones
2020 - Present (6 years)
Roofer Express, LLC
2019 - 2019 (1 year)
Moody Capital Solutions, Inc.
2019 - 2020 (1 year)
Jack's Bar & Grill
2019 - Present (7 years)
Edward Jones
2018 - 2018 (1 year)
City of Lawrenceville Citizen's Financial Review Board
2017 - 2018 (1 year)
Branch Banking & Trust Co
2011 - 2018 (7 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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Randall A
CFP®, CFA®
Scottdale, GA
Deasil Wealth Management LLC
My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/
Cristian C
Series 66
Covington, GA
Edward Jones
Mark L
Series 66
Monroe, GA
Edward Jones
Paul R
CFP®, ChFC®, Series 63, Series 66
Stockbridge, GA
Edward Jones
Matthew R
Series 66
Stockbridge, GA
Edward Jones
Jason W
Series 66
Conyers, GA
Edward Jones
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