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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 in North Bend, Washington, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Ameriprise Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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