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Jeffery A. Sawyer

Advisor at J.P. Morgan Securities — Ephrata, WA

Updated today

Credentials

Series 66

Experience

16 years

Location

Ephrata, WA 98823

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,409

Across 3,644 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Jeffery Sawyer is a Series 66-registered advisor with J.P. Morgan Securities, based in Ephrata, WA, and has 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and accesses a broad range of products, including security-based swaps and futures.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Ephrata, WA

109 W. Division Avenue

Ephrata WA 98823

Advisors at this office

1

Most active in

Texas · Washington

Work history

16 years of industry experience

J.P. Morgan Securities LLC

2019 - Present • 7 years

Richland, WA

JPMorgan Chase Bank, N.A.

2019 - Present • 7 years

Richland, WA

J.P. Morgan Securities

2012 - 2019 • 7 years

Ephrata, WA

Chase Investment Services Corp.

2011 - 2012 • 1 year

Ephrata, WA

McBee Advisors, Inc.

2011 - 2011 • 1 year

Glendale, AZ

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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Garr W

Series 63, Series 65, Series 66

Ephrata, WA

LPL Financial

Garr Webb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2009 and is also the principal of Webb Accountancy Corp., a full-service accounting firm he founded in 1976. Webb is a partner in Evergreen Inn LLC, a 40-unit motel, and in Keder Investments LLC, which owns a commercial office building. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Jeremy I

Series 66

Ephrata, WA

Edward Jones

Jeremy Iverson is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent twelve years at Big Bend Community College. Iverson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Troy P

Series 63, Series 66

Ephrata, WA

LPL Financial

Troy Pugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he manages a website recognizing Boy Scouts' achievements through MeritBadgeKnot.com and serves as a trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Bonnie H

Series 63, Series 65, Series 66

Ephrata, WA

Edward Jones

Bonnie Helvey is a financial advisor with Edward Jones in Ephrata, WA. She holds Series 63, 65, and 66 licenses and has 33 years of industry experience, including 27 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, affiliated mutual funds, and additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Retired Founder/Business Owner Executive

Emma I

Series 66

Ephrata, WA

Edward Jones

Emma Isaak is a financial advisor at Edward Jones in Ephrata, WA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Northwestern Mutual, Gonzaga University, and Digital Factory Inc. Isaak is a partner in a general partnership, Isaak Brothers, connected to her husband's primary business but without active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a large nationwide advisor and branch network.

Charitable giving & philanthropy Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
user avatar

Mark S

Series 66

Ephrata, WA

LPL Financial

Mark Sieverkropp is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His work history includes roles at RAP Distributing, LLC, Consolidated Electrical Distributors, and his own enterprises, ML Sieverkropp Enterprises, Inc. and Sieverkropp Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and access to various portfolio management options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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