Joel Michael Brydon

Advisor at Edward Jones — Newberg, OR E Portland Rd

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Newberg, OR 97132

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joel Brydon is a Certified Financial Planner (CFP®) with seven years of industry experience, currently affiliated with Edward Jones in Newberg, Oregon. His work history includes positions at Edward Jones since 2018 and roles outside the financial sector, including at North Beach School District and United Package Express. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy 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

Newberg, OR E Portland Rd

2909 E Portland Rd

Newberg OR 97132

Advisors at this office

2

Most active in

Oregon · Texas

Work history

7 years of industry experience

North Beach School District

2019 - Present • 7 years

Ocean Shores, WA

United Package Express

2018 - 2019 • 1 year

Aberdeen, WA

Edward Jones

2018 - 2019 • 1 year

Hoquiam, WA

Edward Jones

2018 - Present • 8 years

St Louis, MO

Edward Jones

2018 - 2018 • 1 year

Hoquiam, WA

Umpires Northwest

2018 - 2018 • 1 year

Ellensburg, WA

None

2017 - 2018 • 1 year

Ellensburg, WA

Ocean City State Park

2017 - 2017 • 1 year

Hoquiam, WA

Unemployed

2016 - 2017 • 1 year

Hoquiam, WA

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

Jeremy W

CFP®, Series 65

Lake Oswego, OR

Davidson & Watson Financial

Jeremy Watson is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Watson Financial, LLC since 2020 and previously at Tony H. Davidson Comprehensive Financial Management, LLC. Before entering financial services, he was affiliated with St. Andrew's Presbyterian Church for seven years. Davidson & Watson Financial offers financial planning and portfolio management for individuals, high-net-worth clients, and small businesses. The firm employs both fundamental and technical analysis, managing portfolios with mutual funds, equities, bonds, ETFs, REITs, and government securities.

General retirement planning Income planning Wealth management Founder/Business Owner
user avatar

Tyler H

Series 63, Series 66

Beaverton, OR

Scout Asset Management

Tyler Hilligoss is a financial advisor at Scout Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Signator Investors, Inc. Hilligoss also maintains a licensed insurance agent role, dedicating part of his time to insurance sales. Scout Asset Management provides portfolio management, financial planning, and pension consulting services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs both fundamental and quantitative analysis with an investment approach that emphasizes long-term positions and options strategies, offering tailored management aligned with clients’ goals and risk tolerances.

Options & derivatives strategies Private / alternative investments Annuities

Corey B

CFP®

Sherwood, OR

Empowering Finance, LLC

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

General retirement planning Gen Y/Millennials (Born 1980-1995) LGBTQIA Women's Finance
user avatar

Aaron N

Series 63, Series 65

Portland, OR

Shared Prosperity Group

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. His prior positions include roles at Fisher Investments, Empower Annuity Insurance Company of America, and Mariner Wealth Advisors. He holds Series 63 and Series 65 licenses. Shared Prosperity Group provides discretionary portfolio management and related education and planning services primarily to individual clients, with offerings tailored to client goals and risk tolerances. The firm integrates fundamental analysis and modern portfolio theory through a long-term trading approach across various asset classes and incorporates a formal charitable giving framework that dedicates a portion of revenue to U.S. nonprofits.

Charitable giving & philanthropy Wealth management
user avatar

Herbert K

CFP®, Series 63, Series 65

Beaverton, OR

Innovator Wealth Advisor, LLC

Herbert Kim is a CFP® with 21 years of industry experience and is currently the principal of Innovator Wealth Advisor, LLC in Beaverton, OR. He also serves as president of HSK CPA PLLC, a tax services firm. His career includes roles at Cascadia CPA PC and Pacific CPA & Advisor. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting to individuals, small business owners, and plan sponsors. The firm employs a long-term, passive investment approach with a focus on strategic asset allocation and international diversification, and it integrates tax and accounting services through an affiliated CPA practice.

General retirement planning Cash flow / budgeting Founder/Business Owner
user avatar

David H

CFA®, Series 65

Tigard, OR

Brightwood Ventures, LLC

David Hofer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been the sole advisor at Brightwood Ventures, LLC since 2012 and previously worked at Portland State University from 2015 to 2018. Brightwood Ventures, LLC provides financial planning and wealth management services to individuals, high-net-worth clients, and charitable organizations, including 501(c)(3) entities and donor-advised funds. The firm employs a disciplined investment approach based on an Investment Policy Statement and model portfolios, combining low-cost index funds, active funds, and individual stocks with research-driven satellite strategies.

Wealth management Passive / index investing Active portfolio management Real estate investing
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