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Jon W

Series 66

Tualatin, OR

Edward Jones

Jon Whitehouse is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously served in the United States Marine Corps for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

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

Series 63, Series 66

Tualatin, OR

Edward Jones

Anthony Desantis is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2021, he worked at ADP LLC and ADP Broker Dealer Inc from 2018 to 2021, and at Paychex Inc from 2009 to 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 through a nationwide network of more than 23,700 advisors and offers a range of investment advisory programs and affiliated services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Gregory S

CFP®, Series 66

Tualatin, OR

Edward Jones

Gregory Schmidt is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he is the owner of an LLC associated with a rental property in Sherwood, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Business succession planning Founder/Business Owner
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