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John C

Series 63, Series 65, Series 66

Bellevue, WA

Edward Jones

John Coeuille is a financial advisor with Edward Jones in Bellevue, WA, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at CUSO Financial Services, Prudential Investment Management Services, USAA Financial Planning Services, Waddell & Reed, and Genis Capital Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and proprietary money market funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management ESG / Sustainable investing Military & Veterans Founder/Business Owner
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Samantha B

Series 66

Bellevue, WA

Edward Jones

Samantha Bergland is a financial advisor at Edward Jones in Bellevue, WA, holding a Series 66 designation. She has prior experience at WaFd Bank, PWCC Marketplace, Chicago Title, and Avvo. Bergland has worked in the financial industry since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Attorney Founder/Business Owner Women Professionals
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