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8 advisors near
97838
within the area shown on the map
Out of 400,000+ nationwide
Devin B
Series 66
Hermiston, OR
Edward Jones
Devin Bailey is a financial advisor with Edward Jones in Hermiston, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in the education sector with the Morrow County and Stanfield School Districts for a combined nine years. Outside of advisory work, he is involved in a local salon business as an owner and serves as secretary for a community pickleball organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.
James H
Series 63, Series 65
Hermiston, OR
OSAIC
James Hurst is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked for Securities America Advisors and Securities America, Inc. He serves as a director on the Hermiston School District Board of Education and provides private voice instruction and music production. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.
Kameron W
ChFC®, Series 66
Hermiston, OR
Edward Jones
Kameron Watson is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at US Bancorp Investments Inc and US Bank. He also has experience in education from Lane Community College and the University of Oregon. 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 solutions supported by a large network of financial advisors and branch offices.
Kacie L
Series 66
Hermiston, OR
Edward Jones
Kacie Levy is a financial advisor at Edward Jones in Hermiston, OR, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she co-owns and coaches a youth travel softball team through Bulldog Youth Softball, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Kassandra W
CFP®, Series 66
Hermiston, OR
Edward Jones
Kassandra Williams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Hermiston, OR, and holds a Series 66 license. Outside of her advisory role, Williams volunteers as a reserve police officer with the Umatilla Police Department. Edward Jones is a full-service wealth management firm servicing individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.
Rachel A
Series 66
Hermiston, OR
Edward Jones
Rachel Allen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked at Madison Ranches and the Echo School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Marcella H
Series 63, Series 65
Hermiston, OR
LPL Financial
Marcella Haines is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with LPL Financial and its predecessor firm since 1990. Haines also serves as a speaker and educator on retirement topics through Vision Retirement Education Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.
Dean M
CFP®, Series 66
Hermiston, OR
Edward Jones
Dean Moore is a financial advisor at Edward Jones in Hermiston, OR, holding CFP® and Series 66 credentials with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for seven years in the Moses Lake School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.
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Finding advisors...
8 advisors near
97838
within the area shown on the map
Out of 400,000+ nationwide