Spokane, WA W Boone Ave Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 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

316 W Boone Ave Suite 660

Spokane WA 99201

Advisors at this office

6

Advisors at this office

Sean P

Series 66

Spokane, WA

Edward Jones

Sean Powell is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Outside of his advisory role, he is an owning member of Saint Michael's Investments LLC, a property management business based in Yakima, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Retirement income strategy Early retirement planning Business sale tax planning Founder/Business Owner Intergenerational Families Religious/faith focused
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Veronica W

Series 66

Spokane, WA

Edward Jones

Veronica Watke is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation with four years of experience at the firm. Her prior work history includes a year at Fulcrum Financial Group and nine years at Starbucks. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

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

CFP®, ChFC®, Series 66

Spokane, WA

Edward Jones

Joshua Clements Sampson is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2008. Outside of his advisory role, he is a co-founder of GraFin Boating, LLC, an entity established to manage shared boating assets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated funds under a fiduciary standard.

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

Series 66

Spokane, WA

Edward Jones

Davin Casper is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 credential. He has been with Edward Jones since 2012, accumulating over a decade of industry experience. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

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

Curtis S

CFP®, Series 66

Spokane, WA

Edward Jones

Curtis Spores is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Ameriprise Financial Services and served six years in the United States Air Force. Edward Jones is a full-service wealth management firm that serves 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.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans

Chelsea U

Series 66

Spokane, WA

Edward Jones

Chelsea Updegrove is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Parrish & Grove for five years and The Lands Council for eight years. Outside of her advisory role, she owns Wildflower Florals, a small florist business that arranges flowers for weddings and events on a limited basis for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
View complete list of advisors at this office
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