Emma Klein

Advisor at Edward Jones — Sitka, AK Lincoln St

Updated today

Credentials

Series 66

Experience

2 years

Location

Sitka, AK 99835-7579

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Emma Klein is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, Klein serves as a volunteer firefighter and EMT for the City of Sitka and works part-time at Cascade Creek Lodge, a summer fishing lodge. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

Sitka, AK Lincoln St

315 Lincoln St Suite 110

Sitka AK 99835-7579

Advisors at this office

1

Most active in

Alaska

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Unemployed

2024 - Present • 2 years

Sitka, AK

City Of Sitka

2019 - Present • 7 years

Sitka, AK

Sitka Fine Arts Camp

2019 - 2020 • 1 year

Sitka, AK

Lift Gym

2018 - 2018 • 1 year

Wausau, WI

Countryside Animal Hospital

2018 - 2018 • 1 year

Mosinee, WI

South Area Fire Emergency Response

2018 - 2018 • 1 year

Wausau, WI

Woodson YMCA

2018 - 2018 • 1 year

Wausau, WI

Vino Latte

2018 - 2018 • 1 year

Wausau, WI

South East Alaska Regional Health Consortium

2016 - 2024 • 8 years

Sitka, AK

City of Ketchikan

2016 - 2018 • 2 years

Ketchikan, AK

SEARHC

2016 - 2018 • 2 years

Ketchikan, AK

Kneaded Relief Spa

2015 - 2016 • 1 year

Fitchburg, WI

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

Sara H

Series 66

Sitka, AK

Diversify Wealth Management, LLC

Sara Hadad Dembs is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Diversify Wealth Management, LLC and has previously worked at Edward Jones and other regional firms. Outside of advisory work, she is involved with Bumble Expeditions LLC, which operates a tour business and a cafe in Sitka, Alaska. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, and corporate consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a tactical diversification and asset allocation approach, utilizing a range of investment strategies and platforms through a team of more than 50 advisors and manages approximately $4.1 billion in assets.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
user avatar

Kimberly R

Series 66

Sitka, AK

Raymond James Financial

Kimberly Rice is a financial advisor at Raymond James Financial with 2 years of industry experience. She previously worked at Edward Jones for 14 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a wide network of advisors with specialized programs in municipal finance and employer retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Angela M

Series 66

Sitka, AK

LPL Financial

Angela Mcgraw is a financial advisor with LPL Financial in Sitka, Alaska, holding a Series 66 designation and five years of industry experience. Her prior work experience includes roles at Waddell & Reed and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and brokerage services, with investment strategies supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)

Nicholas L

Series 66

Sitka, AK

Raymond James Financial

Nicholas Lewis is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones from 2015 to 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and investment consulting aligned with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Annette S

Series 66

Sitka, AK

UBS Financial Services

Annette Starling is a Series 66-licensed financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is the vice president of the Coast Guard Spouses and Women's Association of Sitka, where she helps coordinate community events supporting Coast Guard families. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Cynthia G

CFP®, Series 66

Sitka, AK

LPL Financial

Cynthia Gibson is a CFP® professional affiliated with LPL Financial, with 28 years of industry experience. Prior to joining LPL Financial in 2018, she operated her own advisory business and has experience with Waddell & Reed, Inc. Outside of financial advising, she owns Alaska Storytellers, a business focused on entertainment and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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