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Michael P

Series 63, Series 65, Series 66

Redmond, OR

Edward Jones

Michael Powell is a financial advisor with Edward Jones in Redmond, Oregon, holding Series 63, 65, and 66 credentials and six years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank NA, Wells Fargo Clearing Services LLC, Wells Fargo Bank NA, TOPA 3D, and Western Oregon University. 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 and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

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

ChFC®, Series 66

Redmond, OR

Edward Jones

Kimberly Baltunis is a financial advisor with Edward Jones in Redmond, OR, holding the ChFC® and Series 66 designations and bringing 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a partner in a vacation rental business in Redmond. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm offers a range of advisory and investment solutions, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Multi-generational wealth transfer Wealth management Charitable giving & philanthropy Government Employee Widow/Widower
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