Jeff Edgbert Location
- Bellevue, WA, US
Jeff Edgbert Work
- 2023 - now Advisor @
- 2019 - 2023 Associate Advisor @
- 2009 - 2019 Director of Administration @
- 2008 - 2009 Operations Project Manager @ Laird Norton Tyee
- 2004 - 2008 Operations Manager @ Laird Norton Tyee
- 1999 - 2004 Senior Operations Specialist @ Laird Norton Tyee / Tyee Asset Strategies
- 1995 - 1999 Investment and Support Services Manager @ The Personal Finance Group LLC
Jeff Edgbert Education
- College for Financial Planning
CFP® Certification Professional Education Program (Financial Planning)
2019 - 2021 - Seattle Pacific University
B.A., Business Administration (Finance and Management)
1991 - 1996 - Interlake High School 1987 - 1991
Jeff Edgbert Summary
- Jeff Edgbert, based in Bellevue, WA, US, is currently a Advisor at Highland Private Wealth Management. Jeff Edgbert brings experience from previous roles at Highland Private Wealth Management and Laird Norton Tyee. Jeff Edgbert holds a 2019 - 2021 CFP® Certification Professional Education Program in Financial Planning @ College for Financial Planning. Jeff Edgbert has 1 emails on RocketReach.
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Others Named Jeff Edgbert
Jeff Edgbert
Advisor
Bellevue, WA, US
Top Highland Private Wealth Management Employees
Kyle Thomas
Co-President | Principal
Seattle, WA, US
Nemanja Grujicic
Investment Manager
Kirkland, WA, US
Colleen Kroeger
Financial Advisor
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Mike Milojevich
Principal and Lead Advisor
Bellevue, WA, US
Lyndsey Taht
Client Advisor
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Michael Greene
Co-President
Bellevue, WA, US
Ben Johnson
Principal
Bellevue, WA, US
Evan Wirkkala
Chief Investment Officer
Kirkland, WA, US
Jeff Edgbert
Advisor
Bellevue, WA, US
Jacob Irwin
Senior Operations Associate
Kirkland, WA, US
Crystal Gilmour
Principal
Ellensburg, WA, US
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