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Emma Klein

Advisor at Edward Jones

Updated today

Location

Sitka, AK 99835-7579

Credentials

Series 66

Industry experience

1 year

About

Emma Klein is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, Klein serves as a volunteer firefighter and EMT for the City of Sitka and works part-time at Cascade Creek Lodge, a summer fishing lodge. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy Income planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

315 Lincoln St Suite 110

Sitka, AK 99835-7579

Most active in

Alaska

Work history

Edward Jones

2024 - Present (2 years)

Unemployed

2024 - Present (2 years)

City Of Sitka

2019 - Present (7 years)

Sitka Fine Arts Camp

2019 - 2020 (1 year)

Lift Gym

2018 - 2018 (1 year)

Countryside Animal Hospital

2018 - 2018 (1 year)

South Area Fire Emergency Response

2018 - 2018 (1 year)

Woodson YMCA

2018 - 2018 (1 year)

Vino Latte

2018 - 2018 (1 year)

South East Alaska Regional Health Consortium

2016 - 2024 (8 years)

City of Ketchikan

2016 - 2018 (2 years)

SEARHC

2016 - 2018 (2 years)

Kneaded Relief Spa

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Sara H

Series 66

Sitka, AK

Diversify Wealth Management, LLC

Sara Hadad Dembs is a financial advisor at Diversify Wealth Management, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and several school districts. Outside of her advisory role, she is involved with Bumble Expeditions LLC, a tour operations business, and is a member of the Sitka Chamber of Commerce board in a non-financial capacity. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach and offers portfolio management across multiple account types using a wide range of investment vehicles.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
user avatar

Kimberly R

Series 66

Sitka, AK

Edward Jones

Kimberly Rice is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012, based in Sitka, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Angela M

Series 66

Sitka, AK

LPL Financial

Angela Mcgraw is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has previously worked at Waddell & Reed, various insurance carriers, and Cynthia Gibson, LLC. Mcgraw is based in Sitka, Alaska. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Nicholas L

Series 66

Sitka, AK

Edward Jones

Nicholas Lewis is a Series 66-credentialed financial advisor with Edward Jones in Sitka, Alaska. He has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Annette S

Series 66

Sitka, AK

UBS Financial Services

Annette Starling is a Series 66-licensed financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is the vice president of the Coast Guard Spouses and Women's Association of Sitka, where she helps coordinate community events supporting Coast Guard families. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Cynthia G

CFP®, Series 66

Sitka, AK

LPL Financial

Cynthia Gibson is a CFP® professional with 27 years of experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc., and she has operated her own businesses, including Cynthia Gibson LLC and Wayfinder Wealth, LLC. Outside of financial advising, she is involved in entertainment and education through her ownership of Alaska Storytellers and Inside Scoop. LPL Financial provides a broad range of advisory and brokerage services to individual investors, retirement plans, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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