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Alexis Simonson, Financial Advisor

FINANCIAL ADVISOR
Alexis D Simonson

CFP®, AAMS™
133 Old Wards Ferry Rd Suite J, Sonora, CA 95370opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Business Retirement Plans
  • New Investors

About Alexis

Growing up, helping my community has always been a huge part of my life. As a financial advisor here at Edward Jones, I am able to continue helping those around me by assisting them with their financial picture.

I was born and raised in the beautiful small town of Sonora, California. Being surrounded by a community full of individuals who want to help others inspired me to choose a career in which I could do the same.

I graduated from CSU Sacramento with a degree in business with a concentration in finance as well as a minor in insurance and...

Work History

  • The Union Well at Sac StateOctober 2019 to July 2022
  • Edward JonesJuly 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Michelle McQuinn
    Sr. Branch Office Administrator
  • Rhonda Zakarian
    Sr. Branch Office Administrator
  • Haleigh Miguel
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(209) 533-1307

Fax

(888) 305-1959

Office Address

133 Old Wards Ferry Rd Suite J
Sonora, CA 95370opens in a new window

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