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Jefferson County School District 509-J

American Funds Distributors, Inc

This Vendor Page has not been approved by American Funds Distributors, Inc,
but the information provided should be useful to you.

General Status

TRANSACTION PROCESSING ALERT: If your transaction documents require a signature guarantee American Funds will require the original documents to process your transaction. To expedite the processing of a transactions requiring signature guarantee, please fax the transaction documents to CCC at 503-968-7802 with a cover notating you are sending originals to American Funds, then mail your original documents to American Funds with a cover sheet that states "plan administrator authorization to follow under separate cover". CCC will fax our authorization to American Funds (they do not require our original signatures).

Please note that no loans or hardship distributions are allowed through American Funds

ENROLLMENT ALERT: The American Funds "New Participant Enrollment for 403(b) Basic Individual" account form instructs participant to remit the form to their employer. Please note that the enrollment documents do not require your employer's authorization under the plan. The enrollment process may be expedited by faxing the completed enrollment form directly to American Funds at 1-888-421-4371 prior to submitting an SRA to your employer. Once you have verified the account was established, follow the 403(b) Enrollment Procedures linked above.

Landing Pages

Product and Fee Information

Click the link(s) below for information on American Funds products:

Marketing Information

Investment products of American Funds are marketed using the following approaches:

  • Advisors

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • American Funds 403(b) Consumer Education Page
  •  

    JCSD 509-J Status

    JCSD has set up a group pricing arrangement for the benefit of participants who wish to use American Funds. For more information please contact any local Edward Jones advisor.

    JCSD 509-J Plan Number

    When contacting American Funds to open an account, please reference Plan Number: Employer 164381339, Deferral Code 67004

    JCSD 509-J Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    • Aaron Thompson (Edward Jones, Bend, OR) - 541-388-5613
    • American Funds 403(b) Customer Service - 800-421-4225
      https://www.americanfunds.com/individual/service-and-support/advisor-locator.html
    • Arlena Young (Edward Jones, Bend, OR) - 541-330-4096
    • Austin Ouderkirk (Edward Jones, Bend, OR) - 541-617-8861
    • Brian Quinn (Edward Jones, Bend, OR) - 541-388-5613
    • Dan Young (Edward Jones, Redmond, OR) - 541-923-7773
    • Danielle Baptist (Edward Jones, Bend, OR) - 541-389-0100
    • Darrel Wisseman (Edward Jones, Prineville, OR) - 541-447-7013
    • Darren Layne (Edward Jones, Sisters, OR) - 541-549-8739
    • David Bishop (Edward Jones, Redmond, OR) - 541-923-8848
    • Eric Pashia (Edward Jones, Bend, OR) - 541-389-4363
    • Hadi Sale (Edward Jones, Terrabonne, OR) - 541-504-7817
    • Jeanie Eberle (Edward Jones, Redmond, OR) - 541-923-5135
    • Jessica Baltazar (Edward Jones, Redmond, OR) - 541-923-5135
    • John Meyer (Edward Jones, Redmond, OR) - 541-923-2532
    • John Morgan (Edward Jones, Bend, OR) - 541-382-0853
    • Joshua Werner (Edward Jones, Redmond, OR) - 541-923-7773
    • Justin Lappe (Edward Jones, Bend) - 541-330-4329
      Justin.lappe@edwardjones.com
    • Kate Gaughan (Edward Jones) - 541-389-4363
      kate.gaughan@edwardjones.com
    • Mark Schang (Edward Jones, Bend, OR) - 541-330-4096
    • Michael Bishop, AAMS (Edward Jones, Redmond, OR) - 541 923-8848
      michael.bishop@edwardjones.com
    • Pat Lenahan (Edward Jones, Prineville, OR) - 541-447-8922
    • Ryan Thornton (Edward Jones, Bend, OR) - 541-385-9375
    • Shellie Gray (Edward Jones, Madras, OR) - 541-475-0423
    • Travis Waiton (Edward Jones, Bend, OR) - 541-389-6106
    • Tyler Hague (Edward Jones, Bend, OR) - 541-389-6106

    Investment Options

    American Funds offers the following type(s) of investment option:

    • 403(b)(7) Custodial Mutual Funds (Load)
    • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)

    Roth 403(b) Contribution Policy

    American Funds does NOT accept Roth 403(b) contributions.

    Vendor Forms and Online Submissions Links

    When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact American Funds to request your form.