LPL Financial
43yrs
Top advisor by experience in Petaluma
7yrs
John Moller
Financial advisor at Edward Jones
John Moller has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Petaluma, California. John joined Edward Jones in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 84 advisors with offices in Petaluma, and one of 74 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office26 Fourth Street Suite B, Petaluma, CA 94952
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 ?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 66Uniform Combined State Law Examination
Career
- 2020 – nowEdward JonesCurrent firm
Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call Edward Jones at 314-515-2000 and ask for John Moller. John works from the Petaluma, CA office.
How long has John been a financial advisor?
John has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John 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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