Poulsbo, WA 8th Ave NE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
3
Of 24,118 advisors across 14,150 offices
Location
19307 8th Ave NE Ste B
Poulsbo WA 98370
Advisors at this office
3
Advisors at this office
Jessica N
CFP®, Series 66
Poulsbo, WA
Edward Jones
Jessica Nino is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She holds the Series 66 designation and works out of Poulsbo, WA. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large nationwide advisor and branch network.
Lisa K
CFP®, Series 66
Poulsbo, WA
Edward Jones
Lisa Kerwin is a financial advisor with Edward Jones in Poulsbo, WA, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2019, she worked for eight years at the Department of Defense. She has an inactive role as a consultant for Norwex, a home care product company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a variety of advisory programs and affiliated investment products under a fiduciary standard.
Kyrsten W
Series 66
Poulsbo, WA
Edward Jones
Kyrsten Wooster is a financial advisor at Edward Jones in Poulsbo, WA, holding a Series 66 designation with one year of industry experience. She previously worked in regional library services and workforce development. Outside of her advisory role, she is a personal consumer of health and wellness supplements through Advocare International, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and additional affiliated financial services.
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