Edward Jones - Financial Advisor: JC Marrero

Edward Jones - Financial Advisor: JC Marrero
Categories

Financial - Investments & Consultants

About Us

Greetings. My name is JC Marrero, and I am a financial advisor with nearly 15 years of experience in the financial services industry. I am committed to providing comprehensive financial guidance for my clients in Redding and abroad. I am honored to be a husband to my wonderful wife, Sara, and a father to our newborn son, Christian Lane. We also share our home with our loveable pup, Walton.

I have held various banking and insurance roles in my career, and most recently, I was a licensed relationship banker with JPMorgan Chase. Additionally, I hold a bachelor's degree in business from Simpson University. I am motivated by the opportunity to help my clients achieve their goals and empower them with financial education. I take pride in educating my clients on how to make informed decisions about their financial future. I use a comfortable and easy-to-talk-to style where I explain complex concepts in a way that makes them accessible and understandable.

My investment philosophy centers around quality investments and long-term strategies. I remain focused on my clients' long-term financial security and do not allow short-term market fluctuations to sway my approach. I stay updated by regularly relying on Edward Jones' resources and reading online articles related to the financial industry. I prioritize gathering as much information as possible to make well-informed decisions. Good decisions are based on good information, and I strive to ensure that my clients have the knowledge they need to make sound financial choices.

Highlights

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Hispanic Family Finances

Rep/Contact Info

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JC Marrero
Financial Advisor
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