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Lisa J

Series 66

Renton, WA

Edward Jones

Lisa Johnson is a financial advisor with Edward Jones in Renton, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at FedEx, Jedidiah Legacy Group LLC, Valet Living LLC, and T-Mobile. She has also been involved as the owner and consultant of Jedidiah Legacy Group LLC, which previously included freelance project management and insurance services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Caleb A

Series 66

Renton, WA

Edward Jones

Caleb Angel is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His career includes roles in the financial technology and mortgage sectors, as well as internships involving private company valuation. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business Wealth management General estate planning guidance Founder/Business Owner Educators, Teachers, and Academics Entertainment Industry
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