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Derek Stephen Hamilton

Advisor at Edward Jones — Pullman, WA Professional Mall I I

Updated today

Credentials

Series 66

Experience

7 years

Location

Pullman, WA 99163

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Derek Hamilton is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Edward Jones in Pullman, WA. Prior to his tenure at Edward Jones, he worked at Pioneer Title Company of Washington for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

Pullman, WA Professional Mall I I

Professional Mall I I, 1260 SE Bishop Blvd Ste C

Pullman WA 99163

Advisors at this office

2

Most active in

Idaho · Texas · Washington

Work history

7 years of industry experience

Edward Jones

2025 - Present • 1 year

Pullman, WA

Edward Jones

2019 - 2025 • 6 years

St Louis, MO

Pioneer Title Company of Washington

2012 - 2019 • 7 years

Pullman, WA

Disclosures

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

Business activities & affiliations

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James T

Series 66

Pullman, WA

Atrato Asset Management LLC

James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 17 years of industry experience. He has led Atrato since its founding in 2009. Atrato Asset Management LLC provides investment advisory and family-office style services to wealthy families, high-net-worth individuals, and related private entities. The firm emphasizes strategic asset allocation and portfolio construction, managing client assets primarily on a non-discretionary basis and offering oversight of diverse investment types including private placements, real estate interests, and digital-asset related funds.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management
user avatar

Ma Kayla B

Series 65

Moscow, ID

HRC Wealth Management, LLC

Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Sarah B

CFP®, Series 65

Colton, WA

Boldin Advisors

Sarah Busch is a CFP® with four years of industry experience currently serving at Boldin Advisors. Her prior work includes positions at NewRetirement Advisors LLC and Northstar Financial Management, Inc., along with seven years at Schweitzer Engineering Laboratories, Inc. She is a 50% owner of a farming operation, Busch Family Farms, LLC. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm offers investment consultations grounded in Modern Portfolio Theory, recommending diversified, low-cost index mutual funds and ETFs within a long-term, buy-and-hold framework.

General retirement planning Income planning Passive / index investing
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Christopher W

CFP®, ChFC®, Series 63, Series 66

Moscow, ID

HRC Wealth Management, LLC

Christopher Walker is a CFP® and ChFC® with 17 years of industry experience. He is currently with HRC Wealth Management, LLC and has previously worked at Northwestern Mutual in various capacities from 2009 to 2020. Outside of his financial advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high net worth clients, and trusts and estates. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management with ongoing monitoring and rebalancing.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Jerald L

CFP®, PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Nathan S

PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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