Vancouver, WA NE 5th Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

9301 NE 5th Ave, Suite G 100

Vancouver WA 98665

Advisors at this office

2

Advisors at this office

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Kenneth W

CFP®, Series 66

Vancouver, WA

Edward Jones

Kenneth Wachtendorf is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Edward Jones since 2016 and also has experience at U.S. Bancorp Investments dating back to 2012. 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, offering a range of investment strategies and fiduciary advisory services through a large network of financial advisors and branch offices nationwide.

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

Ara S

Series 66

Vancouver, WA

Edward Jones

Ara Serjoie is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has had roles at Haverford College, Guilford College, and Creighton University. He also serves on the Board of Directors for the Portland Farmers' Market in Portland, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive LGBTQIA
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