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Jacob Angulo Bailey

Advisor at Allworth financial, L.P.

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Allworth financial, L.P. logo

Firm

Allworth financial, L.P.

Location

Folsom, CA 95630

Credentials

Series 66

Industry experience

2 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial planning services fixed fees generally ranging from $1,500 to $30,000, negotiable based on complexity

Commissions

Commissions earned by AW Securities on variable annuities; up to 10 basis points additional compensation to investment adviser representatives based on total revenue from assets under management

Performance-based

Performance-based fees charged to private fund limited partners at 1.50% annual management fee plus incentive allocation of 20% of remaining distributable proceeds after preferred return; however, no performance-based fees charged for other client accounts

Other

Account minimum: $2,500 Minimum fee: $2,500 annual minimum fee for asset management in Wrap and Non-Wrap Fee Programs; $3,500 minimum annual fee for qualified retirement plan consulting services

Work history

Allworth Financial

2024 - Present (2 years)

AW Securities

2024 - Present (2 years)

Golden 1 Credit Union

2023 - 2024 (1 year)

LPL Financial LLC

2023 - 2024 (1 year)

Golden 1 Credit Union

2021 - 2023 (2 years)

Catalyst Mortgage

2020 - 2021 (1 year)

Wells Fargo

2019 - 2020 (1 year)

Starbucks

2019 - 2019 (1 year)

University Enterprises

2017 - 2019 (2 years)

Ross Dress For Less

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tony M

CFP®, CFA®

Sacramento, CA

Slalom Wealth Management, LLC

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

General retirement planning Income planning Wealth management Baby Boomers (Born 1946-1964)

Thomas D

Series 63, Series 65, Series 66

Sacramento, CA

Merrill

Thomas Demarois is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. Prior to joining Merrill Lynch, he spent five years as a Bond Trader for a regional bank. His professional focus includes personal retirement planning, portfolio management services, and retirement income. A native of Chico, California, Thomas earned a Bachelor's degree in Business from Chico State University, where he also participated in rugby. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his advisory role, Thomas enjoys fishing, golfing, and playing tennis. He has served as a board member of The Cast Hope Foundation, a nonprofit organization dedicated to teaching underprivileged youth the art of fly fishing and an appreciation for the outdoors.

General retirement planning Retirement income strategy Wealth management

Kenna S

Series 66

Sacramento, CA

Merrill

Kenna Stukas is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She collaborates closely with clients to develop financial plans aligned with their individual goals and adapts these strategies to meet changing market conditions. Kenna leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support her clients' financial objectives. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kenna earned her Bachelor's Degree from Sonoma State University. She is also actively involved in her community through volunteer work, reflecting Merrill's tradition of community participation.

Wealth management

Hillary R

Series 66

Sacramento, CA

Edward Jones

Wealth management ESG / Sustainable investing Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Intergenerational Families Women Professionals

Albert S

Series 66

Sacramento, CA

Merrill

Albert Solano is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies that align with their unique ambitions and priorities. Albert’s approach centers on understanding what matters most to individuals and families to help guide them through areas such as investing, retirement planning, and preparing for unexpected financial challenges. Albert holds a Bachelor's Degree from the University of California, Davis, and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the Woodland Chamber of Commerce and communicates fluently in both English and Spanish.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management

Harry W

Series 66

Sacramento, CA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP)
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