JR Whitaker, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Insurance & Annuities

About JR

About Us:

Located in downtown Puyallup, conveniently at Pioneer and 5th Street SE in Meeker's Landing, we are proud to serve our community. You'll also find us every Saturday at the Farmer's Market in Pioneer Park, dedicated to helping Puyallup residents live their best lives.

Our mission is simple: to inspire financial empowerment. We speak the truth, serve with purpose and help individuals and families discover opportunities to improve their financial futures.

Meet JR:

With over three decades of community involvement, I am passionate about guiding others toward financial security. As a seasoned financial advisor with Edward Jones, I find joy in helping folks...

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Hiking
  • Running
  • Skiing
  • Spending Time with Family
  • Vintage Cars

Team Members

  • Leslie Rose
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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