Tyler Wallace

Advisor at Edward Jones — Kodiak, AK Center Ave

Updated today

Credentials

Series 66

Experience

9 years

Location

Kodiak, AK 99615

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Tyler Wallace is a financial advisor with Edward Jones in Kodiak, Alaska, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and has prior work experience in the sports and security sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations General retirement planning Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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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

Kodiak, AK Center Ave

326 Center Ave Ste 102

Kodiak AK 99615

Advisors at this office

1

Most active in

Alaska · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Pizza Hut

2016 - 2017 • 1 year

Temecula, CA

World Class Sports

2012 - Present • 14 years

Los Angeles, CA

Security Specialist

2006 - Present • 20 years

Temecula, CA

Disclosures

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

Business activities & affiliations

David B

CFP®, Series 66

Kodiak, AK

Edward Jones

David Bradbury is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Edward Jones since 2010. He is based in Kodiak, AK, and also acts as a pastor at Kodiak United Pentecostal Church and serves on the board of the Senior Citizens of Kodiak Endowment Fund, Inc. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Family Business Multi-generational wealth transfer Founder/Business Owner Values-based investing Religious/faith focused

Kyle H

Series 63, Series 66

Kodiak, AK

Edward Jones

Kyle Holt is a financial advisor at Edward Jones in Kodiak, Alaska, with two years of experience. Before joining Edward Jones, he served at the National Security Agency for ten years and is a member of the United States Air Force Reserve as an intelligence analyst. Outside of his advisory role, he owns two rental properties in Eagle River, Alaska. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, access to mutual funds and separately managed accounts, and operates under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Retirement income strategy Wealth management Retirement withdrawal strategies Founder/Business Owner Military & Veterans Doctor or Medical Professional
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Jasmine G

CFP®, Series 65, Series 63

Kodiak, AK

Raymond James Financial

Jasmine Gilpin is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Kodiak, Alaska, and has five years of industry experience. She has previously worked with APCM Wealth Management for Individuals and Alaska Permanent Capital Management. Outside of her advisory work, she owns and manages short- and long-term residential rental properties through Nautical Nook LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Craig J

CFP®, Series 63, Series 66

Kodiak, AK

Raymond James Financial

Craig Johnson is a CFP® professional with 28 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously spent 22 years at Edward D. Jones & Co., L.P. In addition to his advisory role, Johnson serves on the advisory board for the Mission Lake Tidegate Service District in Kodiak, Alaska. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling to support client goals and also offers municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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