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Eva Rochelle Plaster

Advisor at Edward Jones — Bonney Lake, WA 21104 Sr 410 E

Updated today

Credentials

Series 66

Experience

18 years

Location

Bonney Lake, WA 98391

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Eva Plaster is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. She is involved in the Viator Influencer/Partner Program based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of more than 23,700 financial advisors.

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

Bonney Lake, WA 21104 Sr 410 E

21104 Sr 410 E

Bonney Lake WA 98391

Advisors at this office

1

Most active in

Texas · Washington

Work history

18 years of industry experience

Edward Jones

2008 - Present • 18 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

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Jimmie M

Series 63, Series 65

Puyallup, WA

Cornerstone Asset Management, LLC

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

General retirement planning Cash flow / budgeting
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Lewis M

Series 65, Series 63

Puyallup, WA

A&M Advisory LLC

Lewis Mc Murran is a financial advisor with A&M Advisory LLC in Puyallup, WA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include work at The Leaders Group Inc and Black Pearl Advanced LLC, as well as service with the State of Washington. Outside of advisory work, he has been involved with McMurran Enterprises. A&M Advisory LLC is an independent, sole-member advisory firm that provides financial planning and investment research services to individuals, couples, families, and accredited or sophisticated investors. The firm focuses on tailored financial plans and specific investment recommendations, emphasizing client education and personalized plans based on client data, goals, and risk tolerance, and employs both fundamental and technical analysis in its investment research.

Private / alternative investments Real estate investing Life insurance needs analysis General retirement planning General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jacob H

Series 63, Series 65

Puyallup, WA

Pace Wealth Advisors

Jacob Hall is a financial advisor at Pace Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including AE Wealth Management, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, Hall is an owner of four recreational cannabis dispensaries, where he oversees financial and management operations. Pace Wealth Advisors is an independent, single-advisor practice serving individuals, families, trusts, and business owners. The firm provides planning-driven, non-discretionary investment advisory services and financial planning, implementing investment strategies primarily through model portfolios of ETFs and mutual funds.

General retirement planning Income planning Tax-loss harvesting Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Cole F

ChFC®, Series 65

Edgewood, WA

EnoughFP LLC

Cole Ferrier is the principal advisor at EnoughFP LLC, holding the ChFC® designation and a Series 65 license with two years of industry experience. Prior to founding EnoughFP, he worked at The Boeing Company and held a position at the U.S. Department of Housing and Urban Development. He has a professional background in information technology and public-sector roles. EnoughFP is a solo registered investment adviser providing comprehensive financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm follows a buy-and-hold passive indexing approach based on Modern Portfolio Theory and offers implementation-focused recommendations without discretionary management.

Business ownership considerations Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Self-Employed Mid-Career Professionals
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Joseph D

Series 63

Auburn, WA

J Dostal Investments

Joseph Dostal is the principal of J Dostal Investments and has 23 years of industry experience. He has operated his independent investment advisory firm since 2001. The firm provides discretionary portfolio management and financial advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. J Dostal Investments combines fundamental research with technical metrics to select individual securities, focusing on U.S. companies with global operations, durable business models, and histories of returning value to shareholders.

Active portfolio management Options & derivatives strategies
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Viral S

Series 65

Federal Way, WA

An Irrational Mind, LLC

Viral Shah is the sole advisor at An Irrational Mind, LLC, holding a Series 65 designation and bringing 15 years of industry experience. He has been with Prudent Financial Planning, LLC since 2010 and works full-time as an internal medicine physician and hospitalist at Multicare Health System in Tacoma, WA. An Irrational Mind, LLC provides fee-only financial planning and investment advice to individuals, families, organizations, corporations, trusts, and estates. The firm emphasizes passive, buy-and-hold indexing and asset-allocation strategies using low-cost index mutual funds and ETFs, and offers short educational seminars. It does not manage client portfolios directly or take custody of assets, typically billing on an hourly or project basis.

Passive / index investing General retirement planning General tax planning Doctor or Medical Professional
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