Seattle, WA Lakeside Ave 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

140 Lakeside Ave Suite C

Seattle WA 98122-6590

Advisors at this office

7

Advisors at this office

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Angela M

Series 66

Seattle, WA

Edward Jones

Angela Mathews is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Evergreen HomeCare Services. Outside of her advisory role, she is the author and publisher of a self-published children's book sold primarily online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

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

Peter P

CFP®, Series 66

Seattle, WA

Edward Jones

Peter Phung is a CFP®-credentialed financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior roles include positions at Back Office Connection Inc and Envestnet Tamarac. Based in Seattle, WA, he holds the Series 66 license. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Marcus C

Series 66

Seattle, WA

Edward Jones

Marcus Cullen is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, he worked at Mirabella for 16 years and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Passive / index investing Founder/Business Owner Newlywed/Engaged Young Families Parents Intergenerational Families

Kyle I

Series 66

Seattle, WA

Edward Jones

Kyle Igarashi is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Navicet, PK (Concentrix Catalyst), and Hitachi Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Startup equity planning General retirement planning Retired Founder/Business Owner Executive
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Samuel E

Series 66

Seattle, WA

Edward Jones

Samuel Eichhorn is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bank, UPS, FocusPoint Solutions, CED Greentech, and Valic. Eichhorn is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs and 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

Yuki I

CFP®, Series 66

Seattle, WA

Edward Jones

Yuki Igarashi is a CFP®-credentialed financial advisor with Edward Jones, located in Seattle, WA, and has 11 years of industry experience, all with Edward Jones since 2015. He holds a Series 66 license and serves clients through one of the largest full-service wealth management firms in the industry. Edward Jones serves more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, all under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive

Kory K

Series 63, Series 65

Seattle, WA

Edward Jones

Kory Kumasaka is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2017, except for periods of unemployment. Outside his advisory role, he is a part owner of a rental property in Seattle, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) ESG / Sustainable investing Founder/Business Owner Intergenerational Families
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