Legato Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., Member FINRA/SIPC.
1677 Eureka Road. Ste. 202, Roseville CA 95661 - 916-784-8080
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Jenny's career started in banking in 1986 with a mid-sized regional bank. She earned several awards for the most operationally efficient branch within the bank's 28 branches during her employment.
In 2003, Jenny joined Jay in opening the Roseville office of Raymond James Financial Services. She handles all of the operational needs of the office and enjoys working directly with clients and providing that "top-notch" customer service she learned early in her career.
Jay Gedeon is a Raymond James financial advisor with 27 years' experience, and specializes in addressing the estate, business and financial needs of individuals and retirees.
Prior to joining Raymond James Financial Services in 2003, Jay was an investment advisor with INVEST Financial Corp. at Placer Sierra Bank, and a Financial Consultant at Merrill Lynch and Morgan Stanley Dean Witter.
Jay graduated from California State University, Fullerton, with a BA in business administration. His area of concentration was finance with an emphasis on investments. In 1993, Jay earned the CERTIFIED FINANCIAL PLANNER™ certification. He is Series 7, 9, 10 and 63 licensed and is a registered investment advisor representative. He is licensed for securities and insurance* in multiple states.
Jay is an accomplished guitarist who performs regularly. He also enjoys working on his vintage motorcycles and 1951 GMC pickup.
The office is staffed with both Jay and his wife Jenny. They have two children, ages 15 and 20.
Tony's financial planning career began in 1994 when I learned how to manage assets and client relationships at A.G. Edwards and Sons, in Sacramento CA. In the year 2000, he relocated to Minneapolis MN. Shortly after his move, he joined Raymond James Financial Services as an independent financial adviser. It is here that he honed his financial planning skills and earned his CFP® marks from the Certified Financial Planner Board of Standards. In 2008 he returned to practice in Roseville.
Tony is a member of the Rotary Club of South Placer, the Roseville Chamber of Commerce, the Northern California Financial Planning Association, The Financial Securities Institute and the South Placer Estate Planning Council. In his spare time, Tony enjoys playing golf, cooking and playing his guitar. He resides in Roseville with his wife Kari and daugther Binbin.