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Kristi Y

Series 66

North Bend, WA

Edward Jones

Kristi Yankacy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Microsoft for 18 years and in the Riverview School District for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Exec comp design Startup equity planning Equity Recipients (RS/RSU, SOP, ESPP) Executive Technology Professional Educators, Teachers, and Academics LGBTQIA
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Jason G

ChFC®, Series 63, Series 65

North Bend, WA

Edward Jones

Jason Glazier is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Glazier has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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