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Jeffery P

Series 66

Troutdale, OR

Edward Jones

Jeffery Perry is a Series 66 licensed financial advisor with eight years of experience, currently practicing at Edward Jones in Troutdale, Oregon. He has been with Edward Jones since 2018. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, under a fiduciary standard.

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

Series 66

Troutdale, OR

Edward Jones

Dylan Mc Cann is a financial advisor at Edward Jones in Troutdale, OR, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 10 years of involvement with Bridge City Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide 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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Jeremy S

Series 66

Troutdale, OR

Edward Jones

Jeremy Shepherd is a financial advisor with Edward Jones in Troutdale, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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