Maple Valley, WA SE 240th Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

6

Of 24,118 advisors across 14,150 offices

Location

22443 SE 240th Street, Ste B101

Maple Valley WA 98038

Advisors at this office

6

Advisors at this office

Brody K

CFP®, ChFC®, Series 63, Series 65

Maple Valley, WA

Edward Jones

Brody Kunz is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1994. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

General retirement planning General tax planning Wealth management Retired Founder/Business Owner Executive

Grace C

Series 65, Series 66

Maple Valley, WA

Edward Jones

Grace Cambra is a financial advisor with Edward Jones, holding Series 65 and Series 66 credentials and six years of industry experience. She previously worked at Brooks, Hughes & Jones and Russell Investments. Outside of her advisory role, she is involved in managing industrial scale consulting and owns several rental properties in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 financial advisors.

General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Brianne R

Series 66

Maple Valley, WA

Edward Jones

Brianne Roberts is a financial advisor at Edward Jones in Maple Valley, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Michael's Toyota from 2017 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

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

Lauren B

Series 66, Series 63

Maple Valley, WA

Edward Jones

Lauren Brown is a financial advisor at Edward Jones with three years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Edward Jones, she worked with Primerica Financial Services and ran Eleven 11 Solutions, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and operates under a fiduciary standard with over $1 trillion in assets under management.

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

Series 66

Maple Valley, WA

Edward Jones

Carolyn Morrissey is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, she worked with the Riley Home Team and has a background that includes a role at Our Lady of Guadalupe School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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

Amanda G

ChFC®, Series 66

Maple Valley, WA

Edward Jones

Amanda Gross is a financial advisor with Edward Jones in Maple Valley, WA. She holds the ChFC® designation and Series 66 license and has 11 years of industry experience, including 12 years with 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 and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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