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6 advisors near
98840
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
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.
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. In addition to her advisory work, she was involved with 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. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors.
Michael H
Series 66
Omak, WA
Edward Jones
Michael Hulse is a Series 66 licensed financial advisor with Edward Jones, based in Omak, Washington. He has two years of industry experience, including a prior role at The Home Depot. Outside of finance, he works as an independent contractor travel agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services while operating under a fiduciary standard.
Jessica H
Series 66
Omak, WA
Edward Jones
Jessica Harriman is a financial advisor with Edward Jones in Omak, Washington, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Jess Auto Family, LLC and Sunrise Chevrolet, INC. Outside of her advisory role, she is involved in direct sales as an Associate Market Partner with Monat. 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 supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
6 advisors near
98840
within the area shown on the map
Out of 400,000+ nationwide