Sequim, WA E Washington Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

213 E Washington Suite 2

Sequim WA 98382

Advisors at this office

2

Advisors at this office

Theresa A

Series 66

Sequim, WA

Edward Jones

Theresa Alcayaga is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Edward Jones since 2016. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive

Heather H

Series 66

Sequim, WA

Edward Jones

Heather Haasl is a financial advisor at Edward Jones with a Series 66 designation. She has one year of industry experience, including prior work with Heather Haasl PLLC and roles in behavioral health and municipal services. Heather’s background includes positions at the Center For Solace, Frontier Behavioral Health, and the City of Cheney. Edward Jones is a full-service wealth management firm serving individual and institutional clients with assets under management totaling approximately $1.01 trillion. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and maintains a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Passive / index investing Retired Founder/Business Owner Executive
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