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Bert Stokes

Bert Stokes

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location of Bert StokesGreater Sacramento

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  • Timeline

  • About me

    Edward Jones Financial Advisor

  • Education

    • California Polytechnic State University-San Luis Obispo

      1990 - 1995
      Bachelor of Science - BS City/Urban, Community and Regional Planning

  • Experience

    • Principal Financial Group

      Jul 2007 - Feb 2022

      • Senior Internal Regional Consultant

        May 2010 - Feb 2022

      • Internal Regional Consultant

        Jul 2007 - May 2010

    • Principal Asset Management

      Feb 2022 - Oct 2023
      Senior Investment Specialist, Principal Asset Management

    • Edward Jones

      Apr 2024 - now
      Financial Advisor

  • Licenses & Certifications

    • AAMS

      College for Financial Planning

    • APMA

      College for Financial Planning

    • Series 7

      FINRA

    • Series 66

      FINRA