Stanwood, WA Sr 532 Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

10031 Sr 532 Ste A

Stanwood WA 98292

Advisors at this office

3

Advisors at this office

Brenna C

CFP®, Series 66

Stanwood, WA

Edward Jones

Brenna Casey is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2017 and brings eight years of industry experience. Prior to joining Edward Jones, she held positions at Coconut Kennys and Liberty Mutual, and worked at Washington State University. She is a partner in The Merry Heart Chicks LLC, a real estate business based in Anacortes, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Retirement income strategy Inheritance planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Widow/Widower Intergenerational Families
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Johnny M

Series 66

Stanwood, WA

Edward Jones

Johnny Matkins Jr. is a Series 66-licensed financial advisor with Edward Jones in Stanwood, WA, bringing two years of industry experience. Prior to joining Edward Jones, he was involved with Camano Plaza IGA as a person in charge, assisting customers and managing store operations in the director’s absence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

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

Jacob P

Series 66

Stanwood, WA

Edward Jones

Jacob Porter is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Columbia Distribution for 12 years, with a break in employment during 2020-2021. He holds a Series 66 designation and is based in Stanwood, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and affiliated investment products, operates under a fiduciary standard, and is supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Technology Professional Doctor or Medical Professional Educators, Teachers, and Academics Real Estate Professional
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