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Taleana P

Series 66

Hoquiam, WA

Edward Jones

Taleana Peterson is a financial advisor with Edward Jones, holding a Series 66 designation and 4 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of more than 23,700 advisors.

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

Series 66

Hoquiam, WA

Edward Jones

James Boora is a financial advisor at Edward Jones in Hoquiam, WA, holding a Series 66 designation with less than one year of industry experience. His prior work experience includes roles at Amazon Web Services, Marathon Petroleum, and various educational institutions. 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 large nationwide network of advisors and branches.

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

CFP®, Series 63, Series 65

Hoquiam, WA

Edward Jones

James Boora is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is co-owner of Grays Harbor Fitness LLC, a property leasing business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated capabilities beyond traditional advisory services.

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