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Beth P

CFP®, Series 66

Seattle, WA

Edward Jones

Beth Percival is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Quickfit Bookkeeping Solutions LLC for seven years. Based in Seattle, WA, she provides financial advisory services through Edward Jones. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Military & Veterans LGBTQIA Women Professionals Women's Finance Widow/Widower
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Vivian M

Series 66

Seattle, WA

Edward Jones

Vivian Mc Kechnie is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior work experience in various roles predominantly outside the financial industry. 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 investment strategies and advisory services 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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Jon G

Series 63, Series 66

Seattle, WA

Edward Jones

Jon Gerhardt is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a partner and owner of a coin-operated laundry facility in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, encompassing discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Military & Veterans
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Troy T

Series 66

Seattle, WA

Edward Jones

Troy Turner is a financial advisor at Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience and previously held leadership roles at Rainier Arms LLC and Tatoosh Distillery LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Key person insurance & risk mitigation Wealth management Military & Veterans Founder/Business Owner
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