Morgan Stanley
46yrs
Top advisor by experience in San Mateo
42yrs
Erin Sinclair
Financial advisor at Edward Jones
Erin Sinclair is a fiduciary financial advisor in San Mateo, California, with 42 years in the industry. After a year at Morgan Stanley, Erin joined Edward Jones in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Erin holds the CFP® designation.
One of 354 advisors with offices in San Mateo, and one of 321 fiduciaries.
At a glance
Experience42 years (since 1985)
How that compares ?Top 1% by experience at Edward Jones
Office411 Borel Avenue Suite 505, San Mateo, CA 94402
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowEdward JonesCurrent firm
- Oct 2012 – Feb 2014Morgan StanleyPreviously
Contact Erin
Local office(650) 343-0700Ask for Erin. (314) 515-2000Main office · St. Louis, MO 411 Borel Avenue Suite 505San Mateo, CA 94402Office · Get directions
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Questions to ask Erin
Tailored to Erin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Erin
How do I contact Erin?
Call Erin’s local office at (650) 343-0700 or the Edward Jones main office at (314) 515-2000, and ask for Erin Sinclair.
How long has Erin been a financial advisor?
Erin has been in the industry since 1985, about 42 years. Top 1% by experience at Edward Jones.
What licenses does Erin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Erin a fiduciary?
Erin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erin paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Erin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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