Integrated Advisors Network
46yrs
Top advisor by experience in Bend
17yrs
Eric Carmichael
Financial advisor at Edward Jones
Eric Carmichael has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Bend, Oregon. Eric has been with Edward Jones since 2022; before that, Eric spent eight years at Wells Fargo Advisors and four years at Morgan Stanley. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 310 advisors with offices in Bend, and one of 290 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 70% of advisors at Edward Jones
Office695 N W York Drive Suite 210, Bend, OR 97703
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowEdward JonesCurrent firm
- 2013 – 2022Wells Fargo Clearing Services, LLCPreviously
- 2010 – 2013Morgan StanleyPreviously
Contact Eric
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Eric. 695 N W York Drive Suite 210Bend, OR 97703Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Edward Jones at (314) 515-2000 and ask for Eric Carmichael. Eric works from the Bend, OR office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2010, about 17 years. More experience than 70% of advisors at Edward Jones.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
RBC Capital Markets
46yrs
Top 1% by experience in Oregon
Morgan Stanley
45yrs
Top 1% by experience in Oregon
Stifel, Nicolaus & Company
45yrs
Top 1% by experience in Oregon
D.A. Davidson & Co.
43yrs
Top 1% by experience in Oregon
Independent Financial Group
43yrs
Top 1% by experience in Oregon