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Advisors / California / San Ramon
8yrs

Arjun Rawat

Financial advisor at Edward Jones

Arjun Rawat has worked in the financial industry for 8 years and is a fiduciary financial advisor based in San Ramon, California. Arjun has been with Edward Jones since 2020. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 265 advisors with offices in San Ramon, and one of 238 fiduciaries.

San Ramon, CA 94583Fiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3130 Crow Canyon Pl Suite 230, San Ramon, CA 94583
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 ?1 state

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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2020 – now
    Edward JonesCurrent firm

Questions to ask Arjun

Tailored to Arjun’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Arjun

How do I contact Arjun?

Call Arjun’s local office at (925) 722-6978 or the Edward Jones main office at (314) 515-2000, and ask for Arjun Rawat.

How long has Arjun been a financial advisor?

Arjun has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Arjun hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Arjun a fiduciary?

Arjun is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Arjun paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Arjun 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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