Steven Felton

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Nipomo, CA 93444

Credentials

Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Government Employee

Work history

Edward Jones

2019 - Present (7 years)

Costco Wholesale

2018 - 2019 (1 year)

Iglesia Internacional Casa De Dios

2016 - 2018 (2 years)

Vineyard Church

2009 - 2016 (7 years)

Disclosures

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

Business activities & affiliations

Eric B

CFP®, Series 66

Santa Maria, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner

Elise E

Series 66

Grover Beach, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Founder/Business Owner Executive Intergenerational Families

Iran Z

Series 66

Santa Maria, CA

Merrill

Iran Zaranda Velazquez is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1991, he has provided wealth management services to a diverse clientele through The Filsouf Cox Wealth Management Group, which serves clients across 25 states. His client base includes successful business owners, oil and gas executives, retirees, affluent women who have experienced divorce or loss of a spouse, and members of the medical community. Mr. Velazquez is a qualified Portfolio Advisor who assists clients in pursuing their investment objectives by recommending strategies from Merrill Lynch Wealth Management or approved third-party investment managers. His services include aligning investment and retirement planning with wealth transfer, education funding, and liability management. He meets clients according to their schedules and often visits their homes, offices, or hospitals to provide tailored support. He earned a bachelor's degree from West Texas AM University and holds the Personal Investment Advisor (PIA) designation. Fluent in Persian, Polish, and English, Mr. Velazquez is active in community organizations such as March of Dimes, Serra Club, Amarillo Downtown Lions Club, and St. Thomas The Apostle Church. Outside of work, he enjoys chess, football, music, soccer, spending time with his family, and traveling.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Inheritance planning Founder/Business Owner Oil & Gas Doctor or Medical Professional Retired Women Professionals Minorities Immigrants

Ethan A

Series 63, Series 66

Santa Maria, CA

Fidelity

Ethan Ashbrook is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity Investments in 2023 and has held various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant I. Ethan's professional focus is on supporting clients through the financial planning process, helping them feel confident in their decisions and working toward achieving their unique goals. He holds a California Insurance License which complements his role in financial consulting. Outside of his professional life, Ethan enjoys fitness, socializing with friends, playing golf, outdoor adventures, and spending time with his pets.

Wealth management Financial Professional

Moyses M

Series 66

Pismo Beach, CA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner

David G

CFP®, Series 63, Series 66

Pismo Beach, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner
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