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492 advisors near
98092
within the area shown on the map
Out of 400,000+ nationwide
Abigail R
Series 66
Kent, WA
J.P. Morgan Securities
Abigail Robinson is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and previously worked at MassMutual Life Insurance Company. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.
Jennalyn C
Series 63, Series 66
Federal Way, WA
Fidelity
Jennalyn Chew is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and for incorporating AI and algorithmic methods in its investment process.
Drew H
Series 66
Tukwila, WA
Fidelity
Drew Hadaller is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at the same company from 2024 to 2025. His professional focus is on partnering with clients to provide financial planning support, aiming to foster transparency, clarity, and a client-first mindset. Drew's personal experiences growing up with a single mother have informed his commitment to helping clients pursue their financial goals with confidence. Outside of his professional work, he has interests in board games, cars, football, golf, and parenthood.
Amanda G
ChFC®, Series 66
Maple Valley, WA
Edward Jones
Amanda Gross is a financial advisor with Edward Jones in Maple Valley, WA. She holds the ChFC® designation and Series 66 license and has 11 years of industry experience, including 12 years with Edward Jones. 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, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.
Joseph R
CFP®, Series 66
Maple Valley, WA
Edward Jones
Joseph Ravotti is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP® and Series 66 designations and having eight years of industry experience. He worked at Zones Inc from 2014 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.
William S
CFP®, Series 66
Auburn, WA
Edward Jones
William Shoemaker is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Auburn, WA. Outside of his advisory work, Shoemaker has been involved with the Washington Alliance for Theatre Education, where he served as immediate past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.
Cristiaan P
Series 66
Kent, WA
Edward Jones
Cristiaan Priebe is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, his background includes positions at DoorDash and BC Accounting NW. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Nathan O
Series 66
Des Moines, WA
LPL Financial
Nathan O'Leary is a financial advisor at LPL Financial with 17 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. for eight years and has held various roles including notary public and employment at the VA Medical Center. He has been involved in outside activities such as serving as a notary public and working with Shift4 Strategies. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.
Miriam A
Series 63, Series 66
Tukwila, WA
Fidelity
Miriam Ahura is a Financial Consultant currently working with Fidelity Investments since 2023. In her role, she partners with clients to develop financial plans that align with their unique goals and priorities, continually reviewing these plans to adapt to life changes and new opportunities. Prior to her current position, Miriam gained experience as a Senior Private Banker at Wells Fargo Advisors from 2021 to 2023, and as a Private Banker at JPMorgan Chase from 2016 to 2021. Her expertise includes navigating financial decisions, retirement planning, and tax-efficient investing. Outside of her professional work, Miriam has personal interests that include cars, comedy, cooking and baking, fitness, food, and parenthood.
Junqing S
Series 66
Auburn, WA
J.P. Morgan Securities
Junqing Sun is a financial advisor at J.P. Morgan Securities with three years of industry experience. They hold a Series 66 designation and have worked at Merrill, Bank of America, and Raymond James prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.
Jessica P
Series 66
Federal Way, WA
Edward Jones
Jessica Pichora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Washington Neurodiversity Project and held positions at Salesforce and Tableau. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
Shane K
Series 63, Series 66
Bonney Lake, WA
Edward Jones
Shane Klingenstein is a financial advisor with Edward Jones in Bonney Lake, WA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in commercial real estate management and owns rental properties in Lake Tapps, WA. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
492 advisors near
98092
within the area shown on the map
Out of 400,000+ nationwide