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Johnny Ray Matkins Jr.

Advisor at Edward Jones — Stanwood, WA Sr 532

Updated today

Credentials

Series 66

Experience

2 years

Location

Stanwood, WA

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,124 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Johnny Matkins Jr. is a Series 66-licensed financial advisor with Edward Jones in Stanwood, WA, bringing two years of industry experience. Prior to joining Edward Jones, he was involved with Camano Plaza IGA as a person in charge, assisting customers and managing store operations in the director’s absence. 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 strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Stanwood, WA Sr 532

10031 Sr 532 Ste A

Stanwood WA 98292

Advisors at this office

2

Most active in

Missouri · Texas · Washington

Work history

2 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Camano Plaza IGA

2020 - 2023 • 3 years

Camano Island, WA

Nike

2019 - 2019 • 1 year

Tulalip, WA

Washington State University

2018 - 2022 • 4 years

Camano Island, WA

Ymca

2017 - 2018 • 1 year

Stanwood, WA

Unemployed

2014 - 2017 • 3 years

Camano Island, WA

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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Brian W

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.

General retirement planning Tax-loss harvesting General tax planning Wealth management
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Paul M

CFP®, Series 63, Series 65

La Conner, WA

Sequoia Planning & Investments LLC

Paul Murk is the sole advisor at Sequoia Planning & Investments LLC in La Conner, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Sequoia Planning and Investments since 1998. Sequoia Planning & Investments provides investment advisory and financial planning services to individuals, families, high-net-worth clients, and trusts. The firm employs a research-driven, long-term strategic asset allocation approach using primarily low-cost mutual funds and ETFs, with a focus on tax efficiency and client approval before trades.

General retirement planning Tax-loss harvesting Passive / index investing
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Robert T

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.

Cash flow / budgeting Debt management Retirement income strategy Divorce financial planning
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Stefan C

Series 63, Series 65

Mount Vernon, WA

Focus Capital, LLC

Stefan Cobb is the sole partner of Focus Capital, LLC, an independent advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, managing research and investment portfolios for institutions, funds, and high-net-worth individuals since 1999. Focus Capital, LLC provides discretionary investment management and advisory services primarily to high-net-worth clients, businesses, trusts, and qualified plans. The firm combines macroeconomic, fundamental, quantitative, and technical analysis in an all-cap, all-style investment approach and sponsors a private pooled vehicle utilizing long-short strategies and derivatives for tactical positioning.

Active portfolio management Options & derivatives strategies
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Wendiguiata O

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.

Active portfolio management Passive / index investing Wealth management
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Wayne B

Series 66

La Conner, WA

Tamalpais Asset Management

Wayne Best is a financial advisor at Tamalpais Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at Marin Wealth Advisors, LaSalle St. Investment Advisors, and other firms before joining Tamalpais. He is also the owner of Align Financial Services, which is compensated based on assets under management at Tamalpais. Tamalpais Asset Management is a team-based, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes passive investing through DFA mutual funds and ETFs within a process informed by modern portfolio theory, while also employing longer-term trading and tailored portfolio management.

Private / alternative investments Options & derivatives strategies Passive / index investing
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