Castle Rock, WA 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

333 A St SW

Castle Rock WA 98611

Advisors at this office

2

Advisors at this office

Garrett A

Series 63, Series 66

Castle Rock, WA

Edward Jones

Garrett Ashby is a financial advisor with Edward Jones in Castle Rock, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. 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 and operates a large national network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Chelsey S

Series 66

Castle Rock, WA

Edward Jones

Chelsey Sorensen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Continental Investors Services, Inc. for six years and held roles with Cowlitz County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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