JR Whitaker, Financial Advisor located in Puyallup, WA

Financial Advisor
JR Whitaker

ChFC®
2930 S Meridian Ave Ste 360, Puyallup, WA 98373opens in a new window
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Hiking
  • Running
  • Skiing
  • Spending Time with Family
  • Vintage Cars

Team Members

  • Crystal Cooper
    Sr. Branch Office Administrator
    FPQP®
  • Janelle Thornton
    Sr. Branch Office Administrator
    FPQP®
  • Samantha Calland
    Branch Office Administrator
  • Katie Hernandez
    Branch Office Administrator
  • Anna Mitchell
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(253) 200-4486

Fax

(833) 295-8187

Office Address

2930 S Meridian Ave Ste 360
Puyallup, WA 98373opens in a new window

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