Edward Jones - Financial Advisor: Scott Coker, AAMS®|CRPS™

FinancialVerified

About

Scott Coker holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Plans Specialist (CRPS) designations at his Edward Jones branch in San Diego at 3029 Adams Avenue, Normal Heights 92116. The AAMS credential covers asset allocation, risk management, and tax-efficient portfolio construction, while the CRPS designation focuses on employer-sponsored retirement plan design — including 401(k), SEP IRA, SIMPLE IRA, and profit-sharing structures for small-business owners along the Adams Avenue corridor. Coker's practice areas include wealth strategies, business retirement plan consulting, estate and legacy planning, and financial guidance tailored to military members and veterans. That veteran specialization connects directly to Veteran Compensation Services, which assists with disability claims and benefits navigation for the 92116 veteran community. Branch office administrator Kedy Medina, who holds the FPQP (Financial Paraplanner Qualified) designation, manages client documentation and appointment scheduling. Edward Jones, established in 1922, runs a single-advisor branch model that makes Coker the primary point of contact across all account types, from individual brokerage and IRA accounts through 529 education savings plans and annuity contracts. The 3029 Adams Avenue location sits in the core of Normal Heights between Felton Street and 31st Street, directly on the commercial corridor that hosts the annual Adams Avenue Street Fair each fall. Real estate planning and mortgage coordination for clients building equity-based retirement strategies involve cross-referrals to Community Realty Group in North Park, where the two neighborhoods share property values and buyer demographics. Coker's dual AAMS and CRPS credentials position the branch for both individual wealth management and employer retirement plan administration, covering the range from single-participant owner-only 401(k) plans through multi-employee defined contribution programs.