Federal Way, WA First Way South Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,150 offices

Location

33801 First Way South Ste #110

Federal Way WA 98003-4546

Advisors at this office

4

Advisors at this office

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Douglas L

Series 63, Series 66

Federal Way, WA

Edward Jones

Douglas Legg is a financial advisor with Edward Jones in Federal Way, WA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by 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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Andrew C

Series 66

Federal Way, WA

Edward Jones

Andrew Cooper is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with Young Life from 2009 to 2023. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Jackson M

CFP®, Series 66

Federal Way, WA

Edward Jones

Jackson Miller is a CFP® and Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices. The firm operates under a fiduciary standard and provides additional services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Liquidity event planning Business ownership considerations Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner

Nikolette M

Series 66

Federal Way, WA

Edward Jones

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. 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, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
View complete list of advisors at this office
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