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Daniel W
Series 66
Eugene, OR
Edward Jones
Daniel Watkins is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Young Life from 2006 to 2017. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.
Stephen S
Series 63, Series 66
Eugene, OR
Edward Jones
Stephen Smith is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Smith serves as a board member of Frozen Ice Sports LLC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, and manages approximately $1.01 trillion in assets.
Jake M
Series 66
Eugene, OR
Edward Jones
Jake Mylenek is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked for Bigfoot Beverages for eleven years. Outside of his advisory role, he serves as a board member for NAMI Lane County in Springfield, Oregon, focusing on strategic planning and finance committee work. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory solutions, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Caleb P
Series 66
Eugene, OR
Edward Jones
Caleb Pickering is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial and CUSO Financial Services, LP. Outside of finance, he has experience in the food service industry with Togo's Eateries, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory services through a large nationwide network of financial advisors and branch offices.
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