Grants Pass, OR Union Ave 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

300 Union Ave Ste D

Grants Pass OR 97527

Advisors at this office

2

Advisors at this office

William S

Series 66

Grants Pass, OR

Edward Jones

William Swanson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Appraise Oregon for five years and held assessor positions in Douglas and Josephine counties. Outside of his advisory role, he is the sole proprietor of Reclaimed Roots LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Retired Founder/Business Owner Executive Widow/Widower

Shad S

CFP®, ChFC®, Series 66

Grants Pass, OR

Edward Jones

Shad Shriver is a financial advisor at Edward Jones in Grants Pass, OR, with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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