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Michael P

Series 66

Portland, OR

Edward Jones

Michael Page is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Fred Meyer as a grocery clerk. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, supported by a large national network of financial advisors and branch offices.

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

Series 66

Portland, OR

Edward Jones

Cody Howell is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he owns a family farm that raises beef for sale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Retirement income strategy Divorce financial planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner LGBTQIA
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