user avatar

Sasha Mc Ginn

Advisor at J.P. Morgan Securities — Omak, WA

Updated today

Credentials

Series 66

Experience

3 years

Location

Omak, WA 98841

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,226

Across 3,599 offices

Clients per advisor

87 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Sasha Mc Ginn is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Mc Ginn worked at Edward Jones for three years and was involved with Trout Lake Farm LLC and Allicor Inc from 2018 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Omak, WA

3 North Ash

Omak WA 98841

Advisors at this office

2

Most active in

Texas · Washington

Work history

3 years of industry experience

JPMorgan Chase BAnk, N.A.

2026 - Present • 1 year

East Wenatchee, WA

J.P. Morgan Securities

2026 - Present • 1 year

East Wenatchee, WA

Edward Jones

2022 - 2025 • 3 years

Wenatchee, WA

Trout Lake Farm LLC/Allicor Inc

2018 - 2022 • 4 years

Ephrata, WA

Moses Lake Chamber of Commerce

2017 - 2018 • 1 year

Moses Lake, WA

Alaska Railroad Corp

2015 - 2017 • 2 years

Anchorage, AK

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

Donna C

Series 63, Series 65

Omak, WA

J.P. Morgan Securities

Donna Cox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner

Jose H

CFP®, Series 66

Okanogan, WA

Edward Jones

Jose Hernandez is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked at Big Bend Community College. Outside of advising, he is an owner and landlord of rental property in Omak, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Retirement income strategy Early retirement planning General retirement planning Business ownership considerations Founder/Business Owner Intergenerational Families
user avatar

Krysta H

Series 66

Omak, WA

Edward Jones

Krysta Hulse is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Hulse Holdings, Inc. and Genesis Church. In addition to her advisory work, she was involved with Bean Me Up Expresso for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors.

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

Michael H

Series 66

Omak, WA

Edward Jones

Michael Hulse is a Series 66 licensed financial advisor with Edward Jones, based in Omak, Washington. He has two years of industry experience, including a prior role at The Home Depot. Outside of finance, he works as an independent contractor travel agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services while operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retired Founder/Business Owner Executive

Jessica H

Series 66

Omak, WA

Edward Jones

Jessica Harriman is a financial advisor with Edward Jones in Omak, Washington, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Jess Auto Family, LLC and Sunrise Chevrolet, INC. Outside of her advisory role, she is involved in direct sales as an Associate Market Partner with Monat. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")