Sumner, WA Main Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,150 offices

Location

1026 Main Street

Sumner WA 98390

Advisors at this office

4

Advisors at this office

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Jennifer R

Series 66

Sumner, WA

Edward Jones

Jennifer Richards is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previous work history at McCurley Integrity Dealerships and Mercedes-Benz of Tri-Cities. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Alexander H

Series 63, Series 65

Sumner, WA

Edward Jones

Alexander Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Edward Jones, he was associated with the University of Washington Baseball School and the University of Washington. 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner

Jeffrey H

CFP®, Series 63, Series 66

Sumner, WA

Edward Jones

Jeffrey Hardy is a Certified Financial Planner (CFP®) with 29 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1997. He holds Series 63 and Series 66 licenses and is based in Sumner, Washington. 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 and investment options through a nationwide network of financial advisors and branch offices.

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

Jacob H

Series 63, Series 65

Sumner, WA

Edward Jones

Jacob Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in sales and customer service roles at Puyallup Mazda and Ben Bridge Jewelers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

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