Kacie A Levy

Advisor at Edward Jones — Hermiston, OR E Main Street

Updated today

Credentials

Series 66

Experience

16 years

Location

Hermiston, OR 97838-2442

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kacie Levy is a financial advisor at Edward Jones in Hermiston, OR, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she co-owns and coaches a youth travel softball team through Bulldog Youth Softball, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy General retirement planning Wealth management General estate planning guidance

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

Hermiston, OR E Main Street

204 E Main Street

Hermiston OR 97838-2442

Advisors at this office

2

Most active in

Oregon · Texas

Work history

16 years of industry experience

Edward Jones

2010 - Present • 16 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Devin B

Series 66

Hermiston, OR

Edward Jones

Devin Bailey is a financial advisor with Edward Jones in Hermiston, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in the education sector with the Morrow County and Stanfield School Districts for a combined nine years. Outside of advisory work, he is involved in a local salon business as an owner and serves as secretary for a community pickleball organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Doctor or Medical Professional Educators, Teachers, and Academics
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James H

Series 63, Series 65

Hermiston, OR

OSAIC

James Hurst is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked for Securities America Advisors and Securities America, Inc. He serves as a director on the Hermiston School District Board of Education and provides private voice instruction and music production. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Kameron W

ChFC®, Series 66

Hermiston, OR

Edward Jones

Kameron Watson is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at US Bancorp Investments Inc and US Bank. He also has experience in education from Lane Community College and the University of Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner

Kassandra W

CFP®, Series 66

Hermiston, OR

Edward Jones

Kassandra Williams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Hermiston, OR, and holds a Series 66 license. Outside of her advisory role, Williams volunteers as a reserve police officer with the Umatilla Police Department. Edward Jones is a full-service wealth management firm servicing individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive Women Professionals
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Rachel A

Series 66

Hermiston, OR

Edward Jones

Rachel Allen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked at Madison Ranches and the Echo School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Marcella H

Series 63, Series 65

Hermiston, OR

LPL Financial

Marcella Haines is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with LPL Financial and its predecessor firm since 1990. Haines also serves as a speaker and educator on retirement topics through Vision Retirement Education Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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