I am a Southern California native and started with Edward Jones in 2004. I completed my B.S. in finance at Cal Poly Pomona while working and completing an internship with Edward Jones, which later led to my career as a financial advisor. I have held many leadership and volunteer roles within the firm throughout the course of my career and I became a limited partner with Edward Jones in 2015.
My parents were small business owners, so I grew up learning about the work ethic it took to run a business, as well as some of the unique challenges business owners can face. Through my experience, background and education, it’s all helped me to gain a better understanding of the needs of both small business owners, as well as affluent investors. Some examples include: tax-saving strategies, investment portfolio allocation, Social Security election decisions, retirement income strategies and many others. I enjoy meeting with individuals to learn about their unique needs and how we can develop tailored strategies to meet them.
The other part of our branch team is Desiree Jauregui, Senior Branch Office Administrator. I will provide you with the financial strategies to meet your goals, and we will provide the best service possible while getting you there.
I have been married to my wonderful wife, Katie, since 2004. We both enjoy traveling throughout the United States and abroad. We also enjoy attending several concerts throughout the year. I personally enjoy snowboarding, playing the guitar, cooking and attempting to golf. I am also a childhood cancer survivor. I was diagnosed with Non-Hodgkin’s Lymphoma at the age of 14, but I am thankful to say that I was successfully treated and it has been in remission ever since.
Please feel free to reach out to us by phone or email, or just stop by the office!
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
Phone NumberNick Holmes at (760) 955-0065
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