Nancine Hayden
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
Ojai, CA 93023
Credentials
CFP®, Series 63, Series 66
Industry experience
10 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Work history
Edward Jones
2020 - Present (6 years)
Krummrich Engineering Corporation
2014 - 2020 (6 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Anthony R
CFP®, Series 63, Series 66
Ventura, CA
Fidelity
Anthony Rossi-Berg is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Investment Consultant, and Workplace Planning and Guidance Consultant. His professional experience spans nearly a decade in financial planning and consulting. Anthony holds a California Insurance License, which supports his work in the financial services industry. He focuses on helping clients simplify the complexities of financial planning. Outside of his professional life, Anthony enjoys cooking and baking, golf, reading, and surfing.
James Z
Series 66
Ventura, CA
Fidelity
James Zgliniec is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He collaborates closely with clients to develop customized wealth strategies that support their financial goals and address their concerns. James has been with Fidelity Investments since 2017, serving as Senior Relationship Manager from 2017 to 2019, Financial Consultant from 2019 to 2023, and currently as Vice President, Wealth Planner. He holds a California Insurance License. Outside of his professional role, James has personal interests in baseball, football, music, parenthood, and pets.
Matthew J
CFP®, Series 66
Ventura, CA
Edward Jones
Jonathan M
CFP®, Series 66
Ojai, CA
Edward Jones
Dustin B
Series 66
Ojai, CA
Edward Jones
Florencio V
Series 66
Ventura, CA
Fidelity
Florencio Vega is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Consultant and Wealth Management Service Specialist. Prior to joining Fidelity, he was a Financial Advisor at Edward Jones in 2022, and before that, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2021. He also held the position of Relationship Manager at Bank of America from 2017 to 2018. Florencio holds a California Insurance License. His professional focus is partnering with clients to understand their financial goals, exploring options, and building personalized financial plans to meet their unique needs. Outside of his professional work, Florencio enjoys camping, fitness, football, and hiking.
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