Auburn, WA Lake Tapps Pkwy Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

1410 Lake Tapps Pkwy Ste H102

Auburn WA 98092

Advisors at this office

3

Advisors at this office

Dominic H

Series 66

Auburn, WA

Edward Jones

Dominic Hernandez is a financial advisor with Edward Jones in Auburn, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Corebridge Financial, Valic Financial Advisors Inc, and a teaching role in the Washington State University Finance Department. Edward Jones is a full-service wealth management firm that serves a broad range of clients, including individual, institutional, and charitable organizations. The firm offers various advisory strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Cormac C

Series 66

Auburn, WA

Edward Jones

Cormac Carroll is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked in the automotive sector, including roles at Auto Destination and Sunset Ford. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing

Shawn F

Series 63, Series 65

Auburn, WA

Edward Jones

Shawn Fowler is a financial advisor with Edward Jones in Auburn, WA, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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