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Tiffany Vehrs

Advisor at Edward Jones

Updated today

Location

Moses Lake, WA 98837

Credentials

Series 63, Series 66

Industry experience

4 years

About

Tiffany Vehrs is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Edward Jones during two periods, most recently since 2022. Outside of her advisory role, she has served as president of the Columbia Basin Girls Softball Association and has been involved in her family's construction company managing payroll and marketing activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a variety of advisory programs, managed solutions, and affiliated investment products 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

321 S Beech St Suite I

Moses Lake, WA 98837

Most active in

Texas · Washington

Work history

Edward Jones

2022 - Present (4 years)

Moses Lake School District

2021 - Present (5 years)

Unemployed

2020 - 2022 (2 years)

Formality, Inc

2015 - 2020 (5 years)

Edward Jones

2013 - 2017 (4 years)

Disclosures

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

Business activities & affiliations

Tyler C

Series 66

Moses Lake, WA

Edward Jones

Tyler Crump is a Series 66-registered financial advisor with Edward Jones, based in Moses Lake, WA, and has three years of industry experience. Prior to joining Edward Jones, he worked at Aptive Environmental and GreenLeaf Pest Control, and has experience in education and community service roles. 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, and operates under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Gina J

Series 66

Moses Lake, WA

Edward Jones

Gina Johnson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she spent 17 years with MLSD 161. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and 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
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Samuel R

Series 66

Moses Lake, WA

LPL Financial

Samuel Rathbone is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and four years of industry experience. He has been affiliated with LPL Financial, Integrity Wealth Advisors, and Financial Advocates Investment Management since 2021. Prior to this, he operated Rathbone Sales from 2009 to 2021. Rathbone also provides administrative support to Financial Advocates Investment Management, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael H

Series 66

Moses Lake, WA

LPL Financial

Michael Homer is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and over 23 years of industry experience. He has worked at Financial Advocates Investment Management since 2017 and has prior experience with Waddell & Reed, INC. and various insurance carriers. Homer serves on the board of the Moses Lake Community Health Center. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Jessica W

Series 66

Moses Lake, WA

Edward Jones

Jessica Worley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Prior to her advisory role, she has experience with the Moses Lake School District and Basin Feed & Supply. Outside of finance, she is involved with the FAA Coffee House. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

General retirement planning Doctor or Medical Professional Educators, Teachers, and Academics
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Cyril B

Series 66

Moses Lake, WA

Equitable Advisors

Cyril Bahadoor is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a varied background including roles at Northwest Woodworks Inc. and Central Washington University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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