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JCSD 509-J 403(b) Vendors
FINRA's Broker Check provides background information, registration status, and more on a potential financial advisor. Additional information may be available through the Oregon's Insurance Resource Page or the Washington State Consumer Tool about insurance product providers and/or advisors. Our Choosing an Investment page has additional information to help you evaluate your investment options.
403(b) TSA Vendors with Active Payroll Slots
Employees of JCSD 509-J are eligible to establish an account with, and contribute to, the following Vendors:
- American Fidelity Assurance Company Plan ID# 78211
- American Funds Distributors, Inc Plan ID# Employer 164381339, Deferral Code 67004
- Aaron Thompson (Edward Jones, Bend, OR) - 541-388-5613
- American Funds 403(b) Customer Service - 800-421-4225
website: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
email:Justin.lappe@edwardjones.com
- Kate Gaughan (Edward Jones) - 541-389-4363
email:kate.gaughan@edwardjones.com
- Mark Schang (Edward Jones, Bend, OR) - 541-330-4096
- Michael Bishop, AAMS (Edward Jones, Redmond, OR) - 541 923-8848
email: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
- AXA Equitable Life Insurance Company Plan ID# 804577
(Roth 403(b) accounts available*)
- Foresters Financial Plan ID# D450001
(Roth 403(b) accounts available*)
- Security Benefit Life Insurance Company Plan ID# Plan# 017128
(Roth 403(b) accounts available*)
* The availability of certain account types may be subject to change and/or vendor restrictions.
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403(b) TSA Vendors with Inactive Payroll Slots
Employees of JCSD 509-J already contributing to the Vendors below may continue to do so. However, additional employees are not allowed at this time.
Additional Vendors Associated with the Plan
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