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portrait of Jon W Gerhardt
FINANCIAL ADVISOR

Jon W Gerhardt

4700 42nd Ave SW Suite 520, Seattle, WA 98116opens in a new window
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Serving clients with $500,000
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About Jon

My practice may be local to West Seattle, but we serve our clients throughout the Northwest. Together with Mary, our senior 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...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Charitable Giving
  • Military Professionals & Veterans

Work History

  • Edward JonesNovember 2005 to Current

Education

  • Willamette UniversityMBA (Masters of Bus Admin)
  • Oregon State UniversityBachelor of Science

Personal Interests

  • Fishing
  • Vintage Cars
  • Outdoor Enthusiast
  • Home Improvement
  • Landscape Design

Team Members

  • Mary Leatherman
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(206) 938-1718

Fax

(800) 253-1337

Office Address

4700 42nd Ave SW Suite 520
Seattle, WA 98116opens in a new window

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