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Jedediah S

Series 65

Bothell, WA

Sound Investment Strategies, Inc.

Jedediah Sires is a financial advisor at Sound Investment Strategies, Inc. in Bothell, WA, holding a Series 65 designation with 25 years of industry experience. He has been with Sound Investment Strategies since 2006. Sound Investment Strategies provides discretionary portfolio management and integrated financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a combined fundamental and quantitative investment process, focusing on valuation-driven equity analysis and quality-fixed income, and offers specialized services such as option-income strategies.

Active portfolio management Income planning
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Stephen G

Series 63, Series 65

Langley, WA

Sound Investment Strategies, Inc.

Stephen Guss is a financial advisor at Sound Investment Strategies, Inc. in Langley, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Sound Investment Strategies since 2007. Sound Investment Strategies provides discretionary portfolio management and related financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a combined fundamental and quantitative investment process, focusing on valuation-driven equity analysis and a quality-oriented fixed income approach, and offers option-income services such as covered-call writing.

Active portfolio management Income planning
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