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portrait of Jimmy Morgan
FINANCIAL ADVISOR

Jimmy Morgan

CRPC™
10305 196th St Ct E Suite B, Graham, WA 98338opens in a new window
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About Jimmy

18 years ago while studying finance at Washington State University, I
started learning things about financial strategy that I knew would be valuable to others. From then on, my vision was to help share the great things that can be accomplished through making educated and sound financial decisions.

In our community, we strive to be the #1 resource for full-service financial advice. In our branch, we have a set process in place to tailor individual solutions to you that are in your best interest. Our clients find this process to be most valuable when we are able to show them...

Work History

  • Edward JonesJune 2009 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Washington State UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Racquetball
  • Snowboarding

Team Members

  • Nolan Bailey
    Associate Financial Advisor
  • Dawn Sorensen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Phone

(253) 846-1566

Fax

(888) 232-1571

Office Address

10305 196th St Ct E Suite B
Graham, WA 98338opens in a new window

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