Tacoma, WA McCarver St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

2915 McCarver St Ste 101

Tacoma WA 98403-3392

Advisors at this office

3

Advisors at this office

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Katherine A

Series 63, Series 65, Series 66

Tacoma, WA

Edward Jones

Katherine Ausley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Outside of her advisory work, she has experience in office administration for a small water company and has worked as a delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

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

David B

Series 66

Tacoma, WA

Edward Jones

David Brazier is a financial advisor at Edward Jones in Tacoma, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in roles including at Parachute Video Ads LLC and PSB Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Founder/Business Owner Technology Professional Intergenerational Families
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Jeffrey A

Series 63

Tacoma, WA

Edward Jones

Jeffrey Allen is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2013. Outside of advising, he is the owner of a candy company and is associated with a healthcare business and a youth house, all based in Tacoma, WA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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