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Keith R

CFP®, ChFC®, Series 66

Milwaukie, OR

Edward Jones

Keith Ross is a financial advisor with Edward Jones in Milwaukie, OR. He holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Charitable giving & philanthropy Liquidity event planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Matthew A

Series 66

Milwaukie, OR

Edward Jones

Matthew Asay is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is based in Milwaukie, Oregon. 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 with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retired Founder/Business Owner Executive
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