Kenmore, WA Juanita Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

16920 Juanita Drive

Kenmore WA 98028

Advisors at this office

2

Advisors at this office

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Justin L

Series 66

Kenmore, WA

Edward Jones

Justin Lukas 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 firms including Equitable Advisors, LLC and held roles in golf and construction-related businesses. He also served on the Washington State Referee Committee for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

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

Colby M

CFP®, Series 66

Kenmore, WA

Edward Jones

Colby Mayberry is a financial advisor at Edward Jones in Kenmore, WA, holding the CFP® and Series 66 designations with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Terex Utilities Inc for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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