My practice may be local to West Seattle, but we serve our clients throughout the Northwest. Together with Jana, our Sr. Branch Office Administrator, we craft, optimize and maintain financial programs for our clients.
One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs, not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we design and support investment solutions tailored to all your financial goals.
Within the Seattle Region, I serve as a member of the firm's leadership team. This is a group of veteran financial advisors that serve as key advisors to the regional leader of Seattle. We are keenly focused on the growth, health and retention of key financial advisors in the region.
Before Edward Jones, I flew helicopters for the U.S. Navy as an aircraft commander. I continue to serve my community by volunteering my time and talents to multiple local community groups: Boy Scouts of America, West Seattle Little League, Rotary, chamber of commerce and multiple church and school board positions.
Originally from Portland, OR, I graduated with a bachelor’s degree in business and military science from Oregon State University and completed an MBA in finance and marketing from the Atkinson Graduate School of Willamette University.
Moving to Seattle in 1999, my family is active raising two teenage boys and tending to the needs of two cats. I am learning to adjust to a life with cats. Until 2014, I was a lifelong partner to several Labrador retrievers. Cats are fine, but dogs are more fun.
During my off-time, I can be spotted working and gardening outside my house or fishing the saltwater and mountain rivers of the Northwest.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Charitable Giving
- Military Professionals & Veterans
My Personal Interests
- Vintage Cars
- Outdoor Enthusiast
- Home Improvement
- Landscape Design
Phone NumberJon W Gerhardt at (206) 938-1718
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