Ashley Walton

Advisor at Edward Jones

Updated today

Location

Soldotna, AK 99669

Credentials

CFP®, Series 66

Industry experience

5 years

About

Ashley Walton is a CFP® professional with five years of industry experience. She has worked at Edward Jones since 2020 and previously held roles at Goldman Sachs and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

43622 Sterling Hwy Suite B

Soldotna, AK 99669

Most active in

Alaska · Texas

Work history

Edward Jones

2020 - Present (6 years)

Goldman Sachs

2018 - 2020 (2 years)

Goldman Sachs

2017 - 2017 (1 year)

Best Buy

2015 - 2018 (3 years)

Utah State University

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Tanner L

CFP®, Series 65

Kasilof, AK

Link Asset Management LLC

Tanner Link is a CFP®-designated financial advisor with four years of industry experience, currently operating Link Asset Management LLC in Kasilof, Alaska. His background includes service in the United States Air Force and roles at KeyBank and the University of Alaska. He is also a licensed insurance agent providing life insurance solutions. Link Asset Management LLC is an independent investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and other securities.

Wealth management Active portfolio management Options & derivatives strategies
user avatar

John S

CFP®, ChFC®, Series 63, Series 65

Kenai, AK

Centaurus Financial, Inc.

John Skurkey is a CFP® and ChFC® with 35 years of experience in the financial industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent 11 years at H. Beck, Inc. He is also involved with Legacy Financial Advisors LLC, a life insurance business. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Robert W

Series 66

Soldotna, AK

Wells Fargo Clearing

Robert Whittenberg is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Soldotna, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner

Indy W

Series 63, Series 66

Soldotna, AK

Edward Jones

Indy Walton is a financial advisor with Edward Jones in Soldotna, Alaska, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of financial advising, Walton owns and captains two commercial fishing boats and is involved in consulting for a fishing lodge in Igiugig, Alaska. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Ryan K

Series 63, Series 66

Soldotna, AK

Edward Jones

Ryan Kapp is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he participates in the finance council of Our Lady of Perpetual Help Catholic Church in Soldotna, AK, overseeing the parish’s finances, and has appeared on KSRM Radio Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Retired Founder/Business Owner Executive
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S P

Series 66

Kenai, AK

Edward Jones

S Pettey is a Series 66 licensed financial advisor with Edward Jones, based in Kenai, Alaska, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing a rental property in Little Rock, Arkansas, which he rents to a friend with a disability. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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