Montesano, WA S Sylvia St Office

Julie Randich is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to her advisory role, she was employed at Sipe Therapy Group and the Olympia School District. Outside of her advisory work, she serves as president of the Forest C. & Ruth V. Kelsey Foundation in Montesano, WA, where she manages grant and donation requests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Poler is a CFP®-certified financial advisor with Edward Jones, where he has worked for 28 years. He holds Series 63 and Series 65 licenses and is based in Montesano, Washington. Outside of his advisory role, he has involvement in real estate ownership through BPK Holdings, Inc. and Tumble Creek Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branches, with approximately $1.01 trillion in assets under management.

Julia Poler is a financial advisor with Edward Jones in Montesano, WA, holding a Series 66 designation. She has approximately one year of industry experience, including previous roles at Edward Jones and other positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.