Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
8 years
Location
Dallas, OR 97338
Edward Jones
Institution
Jeremey Santee Malloy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Citizens Bank for five years. He is a board member of the Dallas Retirement Community in Dallas, OR, where he chairs the Board Development Committee and the Faith Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.
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.
Dallas, OR S Main St
760 S Main St Suite B
Dallas OR 97338
Advisors at this office
1
Oregon · Texas
8 years of industry experience
Edward Jones
2017 - Present • 9 years
St Louis, MO
Citizens Bank
2012 - 2017 • 5 years
Dallas, OR
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.
PFS™, Series 66
Salem, OR
Willamette Valley Wealth Management, LLC
Stewart Hayes is the principal of Willamette Valley Wealth Management, LLC in Salem, OR. He holds the PFS™ designation and Series 66 license, and has 21 years of experience in the financial services industry. In addition to his advisory role, Hayes owns and operates an accounting firm, Fischer, Hayes, Joye & Allen, LLC. Willamette Valley Wealth Management is an independent, single-advisor firm managing approximately $69.9 million for around 67 clients. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan services, employing fundamental, technical, and cyclical analysis to tailor investment programs to individual client objectives.
CFP®, Series 66
Salem, OR
Capital Financial Planners
Danae Johnson is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has worked at Capital Financial Planners, LLC since 2008, except for a period between 2011 and 2020 when she was with Kms Financial Services, Inc. Capital Financial Planners advises individuals, charitable organizations, and business entities, offering wealth management, discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $285 million for about 221 clients, using a diversified investment approach based on Modern Portfolio Theory and employing both wrap-fee platforms and traditional billing methods.
Series 65
Salem, OR
JH Advisors
Mathew Wynn is a financial advisor at JH Advisors with five years of industry experience. He holds a Series 65 designation and has worked previously at Green Newton Jamison from 2014 to 2022. JH Advisors provides discretionary and nondiscretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, focusing on passive, asset-class allocations, low turnover, and a buy-and-hold strategy.
CFP®, Series 66
Salem, OR
Capital Financial Planners
Barrigan Nelson is a CFP® and holds a Series 66 designation with 24 years of industry experience. He has been with Capital Financial Planners since 2007 and previously worked at Kms Financial Services, Inc. from 2001 to 2020. Capital Financial Planners serves individual and high-net-worth clients as well as employee benefit plans, providing discretionary wealth management, standalone financial planning, and retirement plan consulting. The firm employs a fiduciary, custom-tailored investment approach based on Modern Portfolio Theory and broad diversification, utilizing third-party independent managers and platforms such as Charles Schwab and AssetMark.
CFP®, Series 65
Salem, OR
JH Advisors
Steven Jamison is a CFP® and Series 65-registered advisor with 17 years of industry experience. He is a partner and owner of Jamison Hanson LLC, an accounting firm, in addition to his role at JH Advisors. His prior experience includes positions at Green Newton Jamison, LLP and Green Wealth Management, LLC. JH Advisors provides investment management, financial planning, retirement-plan consulting, and limited financial consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on diversified, passive asset-class funds and uses independent fixed-income managers and technology solutions for tax-aware allocation and rebalancing.
CFP®, Series 65, Series 66
Salem, OR
Capital Financial Planners
Chad Campbell is a CFP® professional with 12 years of industry experience, currently serving at Capital Financial Planners since 2016. He previously worked at Kms Financial Services, Inc. from 2013 to 2020. Capital Financial Planners serves individual and high-net-worth clients as well as employee benefit plans, providing discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary, custom-tailored investment approach grounded in Modern Portfolio Theory and broad diversification, utilizing third-party independent managers and platforms such as Charles Schwab and AssetMark.
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