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Matthew H

Series 66

Lake Oswego, OR

Edward Jones

Matthew Harris is a financial advisor at Edward Jones in Lake Oswego, OR, holding a Series 66 designation with 11 years of industry experience. He 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 manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 66

Lake Oswego, OR

Edward Jones

Jaime Komitor is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Oswego, OR, and has one year of industry experience. Prior to joining Edward Jones, Jaime worked at Broadhead and Swift and serves as an assistant softball coach for Lake Oswego High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Retired Founder/Business Owner Executive Women Professionals
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Kent C

Series 66, Series 63, Series 65

Lake Oswego, OR

Edward Jones

Kent Calhoon is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 66, Series 63, and Series 65 designations. He has 30 years of industry experience, including 14 years with Edward Jones since 2012. 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 mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kevin B

CFP®, Series 63

Lake Oswego, OR

Edward Jones

Kevin Brenden is a CFP®-designated financial advisor with Edward Jones in Lake Oswego, OR, and has 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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Eric W

CFP®, Series 63

Lake Oswego, OR

Edward Jones

Eric Weberg is a financial advisor with Edward Jones in Lake Oswego, OR, holding CFP® and Series 63 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of the Lake Oswego Lions Club and is a board member of the Friends Lake Oswego Library. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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