Work History
Edward Jones
Edward JonesOctober 2017 to Current
FINANCIAL ADVISOR
Jeremy V Iverson
AAMS™, CRPC™
1529 Basin St SW, Ephrata, WA 98823opens in a new window
Focus Areas
- Retirement Savings Strategies
- New Investors
- Estate & Legacy Strategies
- Business Retirement Plans
- College Savings
- Portfolio Reviews
About Jeremy
We all work hard for our money! As an Edward Jones financial advisor, my role is to work hard for you and focus on what is most important to you to help you achieve your financial goals.
Before beginning at Edward Jones in 2017, I was employed as a financial aid advisor and director at the local community college. I found great joy in guiding students in securing funding, in teaching them how to thoughtfully manage their money and in witnessing them reach their educational goals. I saw how those successes literally changed the trajectory of their lives for the better...
Before beginning at Edward Jones in 2017, I was employed as a financial aid advisor and director at the local community college. I found great joy in guiding students in securing funding, in teaching them how to thoughtfully manage their money and in witnessing them reach their educational goals. I saw how those successes literally changed the trajectory of their lives for the better...
Work History
Edward Jones
Edward JonesOctober 2017 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Eastern Oregon University
Eastern Oregon UniversityBachelor of Science
Education
Eastern Oregon University
Eastern Oregon UniversityBachelor of Science
Personal Interests
- Fishing
- Golfing
- Hiking
- Baseball
- Camping
Team Members
Lora AllenBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 02:30PM |
| Fri | 08:30AM - 02:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 02:30PM |
| Fri | 08:30AM - 02:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Phone
(509) 398-8445Fax
(833) 332-3819Office Address
1529 Basin St SWEphrata, WA 98823
Location
EphrataFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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