Dominic Valdez
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets
Are you Dominic Valdez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesMay 2023 to now
- Charles SchwabApr 2022 to May 2023
- Merrill Lynch/boaJul 2019 to Apr 2022
- New York Life Insurance CompanyOct 2018 to Aug 2019
- U.S. ArmyMay 2018 to Nov 2019
- U.S. BankMay 2017 to May 2018
- Gold's GymFeb 2017 to Jul 2017
- La FitnessOct 2016 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7034466
- Firm CRD
- 250