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Ian J

CFP®, Series 66

Anchorage, AK

Edward Jones

Ian Johannes is a financial advisor with Edward Jones in Anchorage, AK, holding the CFP® designation and Series 66 license. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Cassie M

Series 66

Anchorage, AK

Edward Jones

Cassie Miller is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Divorce financial planning Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive Divorced Intergenerational Families Married/Couples/Partners
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Christopher M

Series 66

Anchorage, AK

Edward Jones

Christopher Miller is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a rental property in Koloa, Hawaii, which is managed by an outside property manager. 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 and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Justin W

Series 66

Anchorage, AK

Edward Jones

Justin Wisor is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Sportsman's Warehouse for six years. Outside of advising, Wisor is involved in retail activities at Cabelas in Anchorage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Active portfolio management Military & Veterans
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Sarah T

Series 66

Anchorage, AK

Edward Jones

Sarah Tolar is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and RBC Capital Markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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