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Edward Jones

Edward Jones | Financial Advisor in Olympia ,WA
Timothy Scheuffele

Timothy Scheuffele




Address:
1200 Cooper Point Rd S W
Olympia, WA 98502

Map it | Directions | Website


(360) 358-5927

9 Years of Experience

  • Series 7, 66
  • CRD# 4709036

Offers & Pledges

  • I provide a free initial consultation:

Your investing needs are as unique as you, probably with many long-term goals and even more day-to-day financial demands. So where do you start?

Edward Jones can help. A financial advisor will meet with you face to face to talk about where you stand now and what your needs are. That way, we can understand what you're trying to achieve and help you get there


  • HighLights

HIGHLIGHTS

General Information
Name of Broker/Dealer: Edward Jones
States Licensed in: WA, OR, CA, AK, AZ, HI, ID, FL, ME, NC, NJ, NV, SD, TX, VA, WY
Number of Years with Current Firm: 2
I work with the following types of clients: Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types: Annuities , Mutual Funds , Bonds , Stocks , Insurance , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses: Disability , Annuity , Variable Life , Long Term Care , Life , Variable Annuity
Non-Financial Organization Memberships: Gateway Rotary Club


Firm Information
Number of Advisors in Office: Up to 10 employees
I work with clients as part of a team: Yes


Compliance
Registered Investment Advisor: Yes
Registered Representative: Yes
Investment Advisor Representative: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record


Compensation & Fees
Fee Structure: I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts: $50,000
Compensation Methods: Commissions , Flat Fee


Articles

New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your pocket? Does it matter how you pay for your family's everyday purchases - with cash, credit/debit card or personal check? In fact, the way you choose to pay in stores and restaurants may be costing you (and the local stores you shop in) thousands of dollars a year. more

Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll feel really independent. And, accordingly, the rest of the world starts treating them like adults too, from the expectations of college professors to the credit card offers that will start flooding in. And just as it's important to study hard for a major, it's essential to learn what are the real benefits and repercussions of having a credit card. more

Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but the reality is that many women still heavily rely on men to handle their finances. Now is the time for women to break out of the traditional role and take action to gain financial independence. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

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