Taylor K a Associates
34yrs
Top advisor by experience in Cambria
4yrs
Jonathan Mumper is a fiduciary financial advisor in Cambria, California, with 4 years in the industry. Jonathan joined Edward Jones in 2022, 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 5 advisors with offices in Cambria, and one of 4 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1073 Main Street, Cambria, CA 93428
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
- 2022 – nowEdward JonesCurrent firm
Contact Jonathan
Local office(805) 927-1343Ask for Jonathan. (314) 515-2000Main office · St. Louis, MO 1073 Main StreetCambria, CA 93428Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (805) 927-1343 or the Edward Jones main office at (314) 515-2000, and ask for Jonathan Mumper.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathan 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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