Everett, WA 132nd St SE Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

2003 132nd St SE, Suite C

Everett WA 98208-7140

Advisors at this office

2

Advisors at this office

Adam D

Series 66

Everett, WA

Edward Jones

Adam Datko is a financial advisor at Edward Jones with six years of industry experience. He has held his current role since 2019 and previously worked for nine years at A & A Health Systems. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a trust company.

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement withdrawal strategies Founder/Business Owner Executive Divorced

Michael B

Series 66

Everett, WA

Edward Jones

Michael Burke is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in construction, utilities, aerospace, telecommunications, and employment services. 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 over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy ESG / Sustainable investing Real estate investing Founder/Business Owner Religious/faith focused Values-based investing
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