Advisor at Edward Jones
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Location
Raymond, WA 98577-1714
Credentials
Series 66
Industry experience
10 years
Francis Majeski III is a financial advisor with Edward Jones in Raymond, WA, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$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)
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.
434 3 Rd St
Raymond, WA 98577-1714
Washington
Edward Jones
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Raymond, WA
Eagle Strategies (NY Life)
Robert Rockett Jr. is a financial advisor with Eagle Strategies (NY Life) based in Raymond, WA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Eagle Strategies since 1999 and operates Rockett & Son, LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through a network of more than 2,000 advisers and integrates advisory services with affiliated insurance and broker-dealer capabilities as a subsidiary of New York Life.
Series 66
Raymond, WA
Eagle Strategies (NY Life)
David Rockett is a financial advisor at Eagle Strategies (New York Life) with six years of industry experience. He holds the Series 66 designation and has worked at firms including Rognlins and Quigg Brothers Inc. He is involved in his community as a board member of the Willapa Community Development Association and the Willapa Harbor Chamber of Commerce, and co-owns a small hobby farm with his wife. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisors. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.
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