Bellevue, WA 112th Ave NE Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,152 offices

Location

989 112th Ave NE Suite 101

Bellevue WA 98004

Advisors at this office

2

Advisors at this office

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Joy L

Series 66

Bellevue, WA

Edward Jones

Joy Lee is a financial advisor with Edward Jones in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at the Gates Foundation, University of Washington, and Nordstrom. 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 over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Early retirement planning ESG / Sustainable investing Founder/Business Owner Doctor or Medical Professional Public Service Employee Women Professionals

April C

Series 66

Bellevue, WA

Edward Jones

April Connell is a Series 66-registered financial advisor with Edward Jones in Bellevue, Washington, with 11 years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Bank of America, Merrill, and Caliber Home Loans. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Charitable giving & philanthropy General estate planning guidance Planning for children with special needs ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
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