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

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

6

Of 24,095 advisors across 14,148 offices

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 CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He has prior work experience at Wave Broadband and has been a member of the US Coast Guard Reserves since 1985. Outside of his advisory role, Boze is a director at Habitat for Humanity Kelso, WA, where he contributes to the organization's strategic direction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services supported by 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® professional with 15 years of industry experience. He has worked at Edward Jones since 2024 and previously spent eight years with Fidelity Brokerage Services LLC. He is based in Longview, WA. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Nolan B

Series 66

Longview, WA

Edward Jones

Nolan Brudi is a Series 66 licensed financial advisor with Edward Jones in Longview, WA, where he has worked since 2020. He has five years of industry experience, including prior roles at American Riviera Bank and Procore Technologies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy 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 Inheritance planning Multi-generational wealth transfer General estate planning guidance 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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