Bainbridge Island, WA Ericksen Ave NE Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

435 Ericksen Ave NE Ste 100

Bainbridge Island WA 98110

Advisors at this office

4

Advisors at this office

John B

Series 66

Bainbridge Island, WA

Edward Jones

John Baggett is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he rents a room in his secondary residence to a friend. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Divorce financial planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive LGBTQIA

Mitchell I

Series 66

Bainbridge Island, WA

Edward Jones

Mitchell Icard is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Mann Mortgage, First Fed, and Bank of the West. Outside of finance, he was involved with Community Sailing of Colorado for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Real estate investing Retired Founder/Business Owner Executive

Christy G

CFP®, Series 66

Bainbridge Island, WA

Edward Jones

Christy Givans is a Certified Financial Planner™ (CFP®) with 17 years of industry experience. She has been with Edward Jones since 2011 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families

Mark V

CFP®, Series 66

Bainbridge Island, WA

Edward Jones

Mark Vastine is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bainbridge Island, WA, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, Vastine owns and teaches at Two Oceans Taiji Society, a taiji studio in Bainbridge Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services.

Charitable giving & philanthropy Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
View complete list of advisors at this office
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