Shoreline, WA 19270 Aurora Ave N 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
2
Of 24,118 advisors across 14,150 offices
Location
19270 Aurora Ave N Suite 1
Shoreline WA 98133-3963
Advisors at this office
2
Advisors at this office
Clayton P
Series 66
Shoreline, WA
Edward Jones
Clayton Packard is a financial advisor with Edward Jones in Shoreline, WA, holding a Series 66 designation and new to the industry with less than one year of experience. Prior to joining Edward Jones, he worked in construction and spent time as a high school football coach, mentoring youth through sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with a nationwide network of advisors and branch offices.
Ryan G
CFP®, Series 66
Shoreline, WA
Edward Jones
Ryan Gleeson is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Shoreline, WA. He has 10 years of industry experience, all 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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