Bend, OR NE Irving Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

334 NE Irving Suite 101

Bend OR 97701

Advisors at this office

2

Advisors at this office

Danielle B

Series 66

Bend, OR

Edward Jones

Danielle Baptist is a financial advisor with Edward Jones in Bend, Oregon, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. 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 large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Megan U

Series 66

Bend, OR

Edward Jones

Megan Uht is a financial advisor at Edward Jones in Bend, OR, with two years of industry experience. She holds the Series 66 designation and has previous work history including roles at Balanced Solutions and the Center for Orthopedic and Neurosurgical Care and Research. Outside of finance, she is the owner of Retro Rides LLC, an automotive restoration business. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General retirement planning Government Employee Women Professionals
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