Jack Wolger

Advisor at Edward Jones

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Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

Lodi, CA 95240-3538

Expertise

Business ownership considerations Business succession planning Wealth management General estate planning guidance Charitable giving & philanthropy

Occupation focus

Professional Athlete Entertainment Industry Founder/Business Owner

Work history

Edward Jones

2023 - Present (3 years)

Berkeley Innovation Group

2021 - 2023 (2 years)

Bloom Energy

2021 - 2023 (2 years)

Student

2019 - 2021 (2 years)

Allworth Financial

2019 - 2019 (1 year)

Student

2013 - 2019 (6 years)

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Sukhvinder Thiara is a Wealth Management Advisor based in the Stockton, California Merrill Lynch Wealth Management office. He joined Merrill Lynch in 2011 and specializes in developing financial strategies and recommendations for high-net-worth individuals, their families, and businesses to support their short- and long-term financial goals. Sukhvinder’s approach to wealth management is consultative and objective, involving thorough review of clients’ financial situations and preferences, tailored asset allocation recommendations, and ongoing discussions covering investments, retirement planning, philanthropy, and estate planning in collaboration with clients’ advisors. Sukhvinder holds the CERTIFIED FINANCIAL PLANNER™ designation and is registered with FINRA Series 7 and Series 66. He earned a Bachelor of Arts in Biological Sciences from the University of California, Davis in 1996 and a Master of Business Administration in Finance from California State University, Hayward in 2003. In addition to English, he is fluent in Spanish and Punjabi. Outside of his professional work, Sukhvinder is involved in coaching youth sports in Lodi, California. He lives in Lodi with his wife, Arvinder, and their two children.

Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women Professionals

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