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Donna C

Series 63, Series 65

Omak, WA

J.P. Morgan Securities

Donna Cox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Jose H

CFP®, Series 66

Okanogan, WA

Edward Jones

Jose Hernandez is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked at Big Bend Community College. Outside of advising, he is an owner and landlord of rental property in Omak, WA. 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 over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Family Business Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Sasha M

Series 66

Omak, WA

J.P. Morgan Securities

Sasha Mc Ginn is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Mc Ginn worked at Edward Jones for three years and was involved with Trout Lake Farm LLC and Allicor Inc from 2018 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Krysta H

Series 66

Omak, WA

Edward Jones

Krysta Hulse is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Hulse Holdings, Inc. and Genesis Church, as well as operated Bean Me Up Expresso for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large 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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Michael H

Series 66

Omak, WA

Edward Jones

Michael Hulse is a financial advisor with Edward Jones in Omak, Washington. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, he worked at The Home Depot and has experience as an independent travel agent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a variety of advisory programs and tax-efficient investment services.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retired Founder/Business Owner Executive
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Jessica H

Series 66

Omak, WA

Edward Jones

Jessica Harriman is a financial advisor at Edward Jones with four years of industry experience. She has held her current role since 2021 and previously worked for Jess Auto Family, LLC for five years. Outside of advising, she is involved in direct sales as an Associate Market Partner with Monat. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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