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
ChFC®, Series 63, Series 66
Experience Industry experience
31 years
Location
Arlington, WA 98223
Edward Jones
Institution
John Meno is a financial advisor at Edward Jones with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to and alongside his tenure at Edward Jones since 1998, he has worked at Everett Mutual Savings Bank since 1992. He also serves as a commissioner for Public Hospital District 3 in Arlington, Washington. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
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.
Arlington, WA N Olympic Avenue
515 N Olympic Avenue
Arlington WA 98223
Advisors at this office
2
Texas · Washington
31 years of industry experience
Edward D. Jones & CO., L.P.
1998 - Present • 28 years
Arlington, WA
Everett Mutual Savings Bank
1992 - Present • 34 years
Marysville, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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
Marysville, WA
Anchor Capital Management LLC
Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.
CFP®, Series 65
Arlington, WA
Wyatt Wealth Management
Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.
Series 66
Arlington, WA
Toyer Investment Advisors LLC
Robert Toyer is the principal of Toyer Investment Advisors LLC in Arlington, WA, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Waddell & Reed. Outside his advisory role, he serves on the Arlington City Council and operates affiliated businesses providing tax preparation and insurance services. Toyer Investment Advisors LLC serves individual clients, including high-net-worth individuals, offering financial planning and portfolio management without minimum asset requirements. The firm employs a blend of fundamental and technical analysis, using both passive and active investment strategies across ETFs, equities, and fixed-income securities.
ChFC®
Arlington, WA
McIlrath & Eck, LLC
Wendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.
Series 65
Marysville, WA
Capital Planning, LLC
Leigh Washington is a financial advisor at Capital Planning, LLC in Marysville, WA, holding a Series 65 designation with nine years of industry experience. Prior to joining Capital Planning in 2017, Washington worked at American Funds from 2014 to 2017. Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm manages approximately $617.7 million in discretionary assets and employs a structured planning and investment process that includes model portfolios, custom solutions, third-party managers, and variable-annuity sub-accounts.
CFP®, Series 66
Arlington, WA
McIlrath & Eck, LLC
Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.
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