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Monica J

Series 66

Bellingham, WA

Edward Jones

Monica Jones is a financial advisor at Edward Jones in Bellingham, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked for Lease Crutcher Lewis from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Liquidity event planning Business ownership considerations Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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Jordan M

Series 66

Bellingham, WA

Edward Jones

Jordan Mackey is a financial advisor with Edward Jones in Bellingham, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Mackey worked in education with the Meridian and Mount Baker School Districts, as well as Western Washington University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Educators, Teachers, and Academics
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