At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
In 1997, I began my Edward Jones career as a financial advisor in Graham, WA. I relocated to Sumner in 2005, where we continue to serve investors throughout the area today.
Since I joined Edward Jones, I have volunteered in a number of positions, including serving as a recruiting leader, performance leader, support specialist for newer financial advisors and as an educational advisor for financial advisors at our home offices in St. Louis, MO and Tempe, AZ. I have also helped with a firm initiative designed to help financial advisors improve their businesses. I am responsible for the hiring of more than 30 Edward Jones financial advisors. I was named a regional leader in 2010 and was responsible for over 50 branch teams in Pierce and Thurston Counties for seven years. I was named a principal with the firm in 2013.
I earned a bachelor's degree in legal studies from Pacific Lutheran University and I hold the Accredited Asset Management Specialist™ professional designation, AAMS®. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My senior branch office administrators, Jackie and Jennifer, when combined, have over 20 years of experience serving individual investors. Jackie and Jennifer are dedicated to providing you with the highest level of service possible. Please don't hesitate to call them.
We are here to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Office Address1026 Main Street
Sumner, WA 98390 opens in a new window
Phone NumberJeffrey R Hardy at (253) 863-9510
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 01:00PM|
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