Jon Emerson, Financial Advisor located in Lacey, WA

Financial Advisor
Jon Emerson

CEPA®, AAMS®
5340 Corporate Center Loop SE, Suite B, Lacey, WA 98503opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Wealth Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Olga Wynkoop
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 02:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(360) 486-0370

Fax

(866) 462-0448

Office Address

5340 Corporate Center Loop SE
Suite B
Lacey, WA 98503opens in a new window

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