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Seth Adam Prescott

Advisor at Edward Jones — Klamath Falls, OR Washburn Way

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Klamath Falls, OR 97603-4596

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

Seth Prescott is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2022, he worked for Us Bancorp Investments Inc for 10 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Klamath Falls, OR Washburn Way

2650 Washburn Way, Suite 140

Klamath Falls OR 97603-4596

Advisors at this office

2

Most active in

Oregon · Texas

Work history

28 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

US Bancorp Investments Inc

2012 - 2022 • 10 years

Klamath Falls, OR

LPL Financial

2011 - 2012 • 1 year

Fintegra, Llc

2005 - 2011 • 6 years

OR

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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Gerrin D

Series 66

Klamath Falls, OR

MSP Wealth Management, LLC

Gerrin Degroot is a financial advisor at MSP Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1st Global Advisors. Degroot is also a CPA at Molatore & Co. LLP, a firm he has been associated with since 1993, and serves as a trustee and co-conservator in private capacities. MSP Wealth Management advises individuals, trusts, partnerships, and corporations, managing approximately 400 clients through a six-advisor team. The firm offers fiduciary investment advice with both discretionary and non-discretionary arrangements, primarily utilizing its MSP Wrap Fee Program for portfolio management and customized financial planning services.

Wealth management Charitable giving & philanthropy
user avatar

Terrence S

Series 66

Klamath Falls, OR

MSP Wealth Management, LLC

Terrence Scroggin is a financial advisor at MSP Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Capital Corp. He is also involved as a board member of KB Brewing, Inc., a local restaurant and brewery. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, providing portfolio management, financial planning, and referrals for accounting and tax services. The firm offers customized fiduciary investment advice, typically implementing client strategies via its MSP Wrap Fee Program, and maintains an affiliation with the accounting firm Molatore & Co. LLP.

Wealth management Charitable giving & philanthropy
user avatar

Autumn A

Series 66

Klamath Falls, OR

MSP Wealth Management, LLC

Autumn Armbruster is a financial advisor at MSP Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at MSP Wealth Management since 2007, including prior roles at Avantax Investment Services, Avantax Advisory Services, and 1 St Global Advisors. MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals, trusts, partnerships, corporations, and other business entities. The firm offers customized fiduciary advice through its MSP Wrap Fee Program, combining asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.

Wealth management Charitable giving & philanthropy
user avatar

Quinn J

Series 63, Series 66

Klamath Falls, OR

MSP Wealth Management, LLC

Quinn Jackson is a financial advisor at MSP Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, Jackson is a pastor at Disciples Church and provides corporate speaking, training, and coaching on leadership and communication. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, offering fiduciary investment advice primarily via its MSP Wrap Fee Program. The firm employs asset allocation, fundamental and technical analysis, and third-party manager selection to tailor investment strategies to client objectives.

Wealth management Charitable giving & philanthropy
user avatar

Scott M

Series 66

Klamath Falls, OR

Osaic Advisory Services, LLC

Scott Mahan is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors. In addition to his advisory role, he is involved in fixed insurance sales on a limited basis. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a variety of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Annuities
user avatar

Martin L

CFP®, Series 63, Series 65

Klamath Falls, OR

D.A. Davidson & Co.

Martin Ledgerwood is a CFP® professional with 30 years of industry experience, currently serving at D.A. Davidson & Co. since 2012. He is based in Klamath Falls, OR, and holds Series 63 and Series 65 licenses. Ledgerwood serves on multiple nonprofit boards, including Klamath Lakes Cares, the Rotary Club Foundation of Klamath County, and Sky Lakes Medical Center Foundation, where he holds leadership roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers comprehensive financial planning, discretionary and nondiscretionary retirement plan advisory, and specialized wealth management programs.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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