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Victoria Fitzsimmons

Advisor at Edward Jones

Updated today

Location

Vancouver, WA 98685

Credentials

Series 63, Series 66

Industry experience

20 years

About

Victoria Fitzsimmons is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she provides care for a disabled adult, assisting with daily tasks such as cooking and housekeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

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

9901 N E 7 Th Avenue Suite A102

Vancouver, WA 98685

Most active in

Texas · Washington

Work history

Edward Jones

2005 - Present (21 years)

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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Andrew K

Series 66

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Andrew Kangas is a financial advisor and owner of Columbia Wealth Advisors LLC in Scappoose, Oregon. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at KMS Financial Services, Inc. and Realta Equities, Inc. Outside of his advisory work, he is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers discretionary portfolio management and financial advice using a combination of fundamental and technical analysis, asset allocation, and cyclical analysis, with ongoing account monitoring and coordination of estate-planning services.

General estate planning guidance

Corey B

CFP®

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Jantz H

Series 65

Camas, WA

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Jantz Hoffman is a financial advisor at CSLA Financial Inc. with 10 years of industry experience and holds a Series 65 designation. He has worked at CSLA Financial since 2016 and previously at Portsmouth Financial Services in 2016. Outside of advising, Hoffman serves as chairman of the Certified Student Loan Advisor Board of Standards and is a board member of Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial provides portfolio management, financial planning, and student loan repayment services to individuals and employer-sponsored programs. The firm combines ETF-focused asset allocation models with specialized student loan analysis software and offers both discretionary management and ongoing financial planning.

Student loan debt College savings (529s, UTMA, etc.) Social Security optimization Cash flow / budgeting
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Joseph E

Series 63, Series 65

Portland, OR

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Joseph Eberhardt is a financial advisor at Ravensview Capital Management, LLC in Portland, OR, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ravensview since 2016. Prior to that, he was employed at EDF Renewable Energy from 2014 to 2017. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, charitable organizations, non-profits, and family offices. The firm employs a diverse investment approach that includes multiple analysis methods and offers both ongoing management and defined-scope advisory engagements.

Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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Todd B

CFP®, ChFC®, Series 63, Series 65

Portland, OR

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Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.

Passive / index investing Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Expats
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Ryan H

CFA®

Camas, WA

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General retirement planning General tax planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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