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Angela M

Series 66

Seattle, WA

Edward Jones

Angela Mathews is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Evergreen HomeCare Services. Outside of her advisory role, she is the author and publisher of a self-published children's book sold primarily online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

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

CFP®, Series 66

Seattle, WA

Edward Jones

Peter Phung is a CFP®-credentialed financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior roles include positions at Back Office Connection Inc and Envestnet Tamarac. Based in Seattle, WA, he holds the Series 66 license. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Marcus C

Series 66

Seattle, WA

Edward Jones

Marcus Cullen is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, he worked at Mirabella for 16 years and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Passive / index investing Founder/Business Owner Newlywed/Engaged Young Families Parents Intergenerational Families
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Kyle I

Series 66

Seattle, WA

Edward Jones

Kyle Igarashi is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Navicet, PK (Concentrix Catalyst), and Hitachi Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Startup equity planning General retirement planning Retired Founder/Business Owner Executive
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Samuel E

Series 66

Seattle, WA

Edward Jones

Samuel Eichhorn is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of experience. His prior work includes roles at U.S. Bank, UPS, FocusPoint Solutions, CED Greentech, and Valic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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

CFP®, Series 66

Seattle, WA

Edward Jones

Yuki Igarashi is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in Seattle, WA, Igarashi holds the Series 66 designation. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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Kory K

Series 63, Series 65

Seattle, WA

Edward Jones

Kory Kumasaka is a financial advisor at Edward Jones in Seattle, WA, holding Series 63 and Series 65 credentials with eight years of industry experience. He has been with Edward Jones since 2017, with a brief period of unemployment between roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

College savings (529s, UTMA, etc.) ESG / Sustainable investing Founder/Business Owner Intergenerational Families
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