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Angela L

Series 66

Arlington, WA

Edward Jones

Angela Lane is a Series 66-licensed financial advisor with Edward Jones in Arlington, WA. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

CFP®, Series 66

Arlington, WA

Edward Jones

Joshua Helpenstell is a financial advisor at Edward Jones in Arlington, Washington, holding the CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Navy from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Jonathan G

Series 66

Arlington, WA

Edward Jones

Jonathan Gonzalez is a financial advisor at Edward Jones in Arlington, WA, holding a Series 66 designation with two years of industry experience. His prior work includes service in the United States Army and employment with the Kirkland Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the country.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning General estate planning guidance Technology Professional Founder/Business Owner Values-based investing Religious/faith focused
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