D.a. Davidson &
44yrs
Top advisor by experience in Puyallup
3yrs
Adam Epperson
Financial advisor at Edward Jones
Based in Puyallup, Washington, Adam Epperson is a fiduciary financial advisor with 3 years of industry experience. Adam has been with Edward Jones since 2023. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 71 advisors with offices in Puyallup, and one of 65 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2930 S Meridian Ave Suite 360, Puyallup, WA 98373
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
- 2023 – nowEdward JonesCurrent firm
Questions to ask Adam
Tailored to Adam’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
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About Adam
How do I contact Adam?
Call Edward Jones at 314-515-2000 and ask for Adam Epperson. Adam works from the Puyallup, WA office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Adam hold?
Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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