Beryl G. Nacht

Advisor at Edward Jones — Chehalis, WA North Market Boulevard

Updated today

Credentials

Series 66

Experience

19 years

Location

Chehalis, WA 98532

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,124 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Beryl Nacht is a Series 66-credentialed financial advisor with Edward Jones in Chehalis, Washington, with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy

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

See office

Chehalis, WA North Market Boulevard

453 North Market Boulevard

Chehalis WA 98532

Advisors at this office

2

Most active in

Texas · Washington

Work history

19 years of industry experience

Edward Jones

2007 - Present • 19 years

St Louis, MO

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

Noah M

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Noah May is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Stifel Independent Advisors for four years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance, and M&A advisory, utilizing both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Trina W

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Trina Whitten is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit advocating for children in the foster system. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services combining proprietary strategies and third-party models, with in-house equity and fixed income portfolios supported by quantitative and fundamental research.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Laura N

Series 65, Series 63

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She previously worked at Wells Fargo Advisors, LPL Financial, and Stifel Independent Advisors. In addition to her advisory role, she owns Columbia Crest Financial Advisors, a financial advising firm in Chehalis, WA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Silas N

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Silas Newkirk is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2026. Prior to that, he held roles at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory work, Newkirk teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm offers a range of investment management, financial planning, retirement consulting, and advisory services, employing proprietary and third-party strategies alongside in-house quantitative equity and fixed income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Donald W

Series 63, Series 65

Chehalis, WA

Cetera

Donald Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he also serves in a supervisory capacity. Outside of his advisory work, Wilson is active with Rotary International as a local board vice president, participates as an elected board member of the Lewis County Tennis Association, and performs as a musician at various community events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party managers across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Devin S

Series 63, Series 66

Chehalis, WA

Equitable Advisors

Devin Sume is a financial advisor with Equitable Advisors in Chehalis, WA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor AXA Advisors, LLC, from 2016 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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