user avatar

Katie Jean Maeder

Advisor at Edward Jones — Port Angeles, WA 824 E 8th St

Updated today

Credentials

Series 66, Series 63

Experience

1 year

Location

Port Angeles, WA 98362

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Katie Maeder is a financial advisor at Edward Jones in Port Angeles, WA, with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Farmer Financial Solutions, Farmers Insurance, Farmers New World Life, Olympic Medical Physicians, and Bliss Salon Company. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Port Angeles, WA 824 E 8th St

824 E 8th St Suite B

Port Angeles WA 98362

Advisors at this office

2

Most active in

Texas · Washington

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St Louis, MO

Farmer Financial Solutions

2024 - 2025 • 1 year

Auburn, WA

Farmers insurance

2024 - 2025 • 1 year

Auburn, WA

Farmers New World Life

2021 - 2024 • 3 years

Bellevue, WA

Olympic Medical Physicians

2021 - 2021 • 1 year

Port Angeles, WA

Bliss Salon Company

2015 - 2020 • 5 years

Port Angeles, 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

Earl J

Series 63, Series 65, Series 66

Port Angeles, WA

EMP Wealth Management LLC

Earl Johnson is a financial advisor at EMP Wealth Management LLC with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Morgan Stanley and Principal Securities. Outside of advising, he is a speaker and author, and serves as CEO and educator at EMP Financial Wellness, focusing on financial competency education for individuals including Native Americans. EMP Wealth Management LLC is an independent investment adviser serving individuals, high-net-worth clients, small businesses, Indian Tribes, and charitable organizations. The firm offers discretionary investment management and written financial planning with a suitability-driven, diversified approach, and provides a specialized 3(21) ERISA advisory service for owner-only corporate retirement plans.

Founder/Business Owner Retired
user avatar

Timothy M

CFP®, Series 65

Port Angeles, WA

Upleft Asset Management

Timothy Martin is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Upleft Asset Management since 2026 and previously served five years at Hallett Advisors. Martin also served in the U.S. Marine Corps both on active duty and in the reserves. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes long-term portfolio strategies using low-cost mutual funds and ETFs, complemented by fundamental and technical research and regular client communication.

General retirement planning Cash flow / budgeting
user avatar

Matthew M

CFP®, Series 65, Series 66

Port Angeles, WA

Upleft Asset Management

Matthew Miller is a CFP® professional with 17 years of experience in financial advisory roles. He has worked at Upleft Asset Management since 2018, following prior positions at Hallett & Associates, SEI Investments Management Corp, Wells Fargo Clearing, and A. G. Edwards & Sons. Upleft Asset Management provides discretionary investment management and financial planning services primarily for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, research-driven approach using diversified mutual funds, ETFs, and selective individual securities, with a focus on ongoing client communication.

General retirement planning Cash flow / budgeting
user avatar

Joseph F

Series 66

Port Angeles, WA

FORS Financial

Joseph Fors is a financial advisor at FORS Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he serves on the Board of Elders and Financial Committee for Independent Bible Church, owns an agricultural business, and is president of the Peninsula Rodeo Association. FORS Financial is a two-advisor firm managing approximately $135 million across 240 client accounts, serving individuals, high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations. The firm provides discretionary wealth management and financial consulting, utilizing a diversified investment approach based on Modern Portfolio Theory and various analytic methods to construct portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.

Wealth management Equity compensation tax strategy Business exit / sale strategy Charitable giving & philanthropy
user avatar

Robert Z

Series 65

Port Angeles, WA

Upleft Asset Management

Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation and beginning his advisory career in 2026. His prior experience includes roles at Research Innovations and the Defense Intelligence Agency. He also has a teaching position at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supported by ongoing portfolio supervision and personalized client contact.

General retirement planning Cash flow / budgeting
user avatar

Casi F

Series 63, Series 65

Port Angeles, WA

FORS Financial

Casi Fors is a financial advisor at FORS Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Outside of advising, she serves on the financial committee for the Field Arts and Events Hall and is a licensed insurance agent. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations with discretionary wealth management and financial consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and various analytical methods, managing approximately $135 million across 240 client accounts.

Wealth management Equity compensation tax strategy Business exit / sale strategy Charitable giving & philanthropy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)