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Devin Bailey

Advisor at Edward Jones

Updated today

Location

Hermiston, OR 97838

Credentials

Series 66

Industry experience

< 1 year

About

Devin Bailey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles within local school districts and at a pain center. Outside of finance, he is involved as an owner of Hair Haven Salon and serves as secretary for 541 Pickleball in Hermiston, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment options supported by a large network of 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

945 Se 4 Th St Suite A

Hermiston, OR 97838

Most active in

Oregon

Work history

Edward Jones

2025 - Present (1 year)

Morrow County School District

2022 - 2025 (3 years)

Stanfield School District

2017 - 2022 (5 years)

Morrow County School District

2016 - 2017 (1 year)

Pinnacle Pain Center

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

Kameron W

ChFC®, Series 66

Hermiston, OR

Edward Jones

Kameron Watson is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at US Bancorp Investments Inc and US Bank. He also has experience in education from Lane Community College and the University of Oregon. 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 solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning Founder/Business Owner

Kacie L

Series 66

Hermiston, OR

Edward Jones

Kacie Levy is a financial advisor at Edward Jones in Hermiston, OR, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she co-owns and coaches a youth travel softball team through Bulldog Youth Softball, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Kassandra W

CFP®, Series 66

Hermiston, OR

Edward Jones

Kassandra Williams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Hermiston, OR, and holds a Series 66 license. Outside of her advisory role, Williams volunteers as a reserve police officer with the Umatilla Police Department. Edward Jones is a full-service wealth management firm servicing individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive Women Professionals
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Rachel A

Series 66

Hermiston, OR

Edward Jones

Rachel Allen is a financial advisor with Edward Jones in Hermiston, OR, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Madison Ranches and the Echo School District, as well as experience in education at Blue Mountain Community College. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Hermiston, OR

LPL Financial

Marcella Haines is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with LPL Financial and its predecessor since 1990. In addition to her advisory role, she serves as a speaker and educator on retirement topics at Eastern Oregon University and local libraries. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Dean M

CFP®, Series 66

Hermiston, OR

Edward Jones

Dean Moore is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Moses Lake School District from 2011 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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