Edward Jones
9yrs
9 years in the industry
1yr
Based in Ravensdale, Washington, Jonathan Lefferts is a fiduciary financial advisor with 1 year of industry experience. Jonathan has been with Edward Jones since 2025. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office27510 SE Kent Kangley Rd, Ravensdale, WA 98051
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
- Jul 2025 – nowEdward JonesCurrent firm
Contact Jonathan
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Jonathan. 27510 SE Kent Kangley RdRavensdale, WA 98051Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonathan
How do I contact Jonathan?
Call Edward Jones at (314) 515-2000 and ask for Jonathan Lefferts. Jonathan works from the Ravensdale, WA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathan 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.