Longview, WA The Share Point Has Been Updated With The Confirmed Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Edward Jones is a full‑service wealth management firm that serves more than four million individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension/profit‑sharing plans, corporate clients and charitable organizations. The firm operates an SEC‑registered advisory program (the Edward Jones Investment Advisory Program) and reported approximately $1.01 trillion in AUM, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

The firm offers both discretionary and non‑discretionary wrap fee strategies (Managed Solutions, Custom Managed Solutions, FA Managed and Client Directed), access to separately managed accounts (SMAs), and affiliated mutual funds and a proprietary money market fund managed by an affiliate. Edward Jones provides overlay and tax‑efficient services (including a tax‑loss harvesting offering), pilots a Multi‑Year Transition Service and an Alternative Investments pilot for Custom Managed Solutions, and operates under a fiduciary standard when providing its advisory services.

Compared with many peers in the institutional category, Edward Jones is notable for its very large retail advisor and branch footprint and for maintaining affiliated capabilities beyond advisory services — including a trust company, affiliated mutual funds available primarily in its advisory programs, and a securities‑based lending option. The firm also recently updated its practices to vote client proxies for all strategies and highlights several program‑specific features and limitations (for example, eligibility rules for certain affiliated funds, SMA implementations and pilots) that clients should review in the firm’s regulatory brochure.

Based on Edward Jones

Expertise

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

The Share Point Has Been Updated With The Confirmed, 909 Washington Way

Longview WA 98632-0000

Advisors at this office

6

Advisors at this office

Tracy A

Series 63, Series 66

Longview, WA

Edward Jones

Tracy Aalvik is a financial advisor with Edward Jones in Longview, WA, holding the Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2025, Aalvik worked at LPL Financial LLC and Cuna Brokerage Services, Inc. She receives dividends from Sealaska, a company based in Juneau, AK. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning Retired Founder/Business Owner Executive Women's Finance Women Professionals

Todd B

CFP®, Series 66

Longview, WA

Edward Jones

Todd Boze is a Certified Financial Planner® (CFP®) at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed by Wave Broadband. Boze has served in the US Coast Guard Reserves since 1985 and is a director at Habitat for Humanity Kelso, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner Military & Veterans

Ryan G

CFP®, Series 66

Longview, WA

Edward Jones

Ryan Gregory is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Edward Jones in Longview, WA, having worked previously at Fidelity Brokerage Services LLC and earlier at Edward Jones. Edward Jones is a full-service wealth management firm serving over 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 investment products, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Religious/faith focused

Nolan B

Series 66

Longview, WA

Edward Jones

Nolan Brudi is a financial advisor with Edward Jones in Longview, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at American Riviera Bank and Procore Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations Wealth management Educators, Teachers, and Academics Founder/Business Owner

Kody J

Series 66

Longview, WA

Edward Jones

Kody Joslen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for the Kelso Police Department and Sportsman's Warehouse. Outside of his advisory role, Joslen creates and posts outdoor educational videos on YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Wealth management Inheritance planning Public Service Employee
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Maria H

Series 66

Longview, WA

Edward Jones

Maria Hart is a financial advisor at Edward Jones in Longview, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Ecological Land Services, Inc. and held various roles in education and local services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors and branch offices.

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