About Edward Jones · Bellingham
Edward Jones is a 100-year-old, privately-owned financial advisory firm specializing in helping individual investors with personalized financial planning. Based in the United States, it operates through nearly 15,000 branch offices and employs over 55,000 associates. The firm emphasizes relationship-based service, ethical conduct, and community involvement, with a history rooted in St. Louis and expanded nationally and into Canada. It serves clients with assets ranging from $500,000 and above, focusing on retirement, estate, wealth, and college savings strategies.
Edward Jones is a privately-owned financial services firm founded in 1922 by Edward D. Jones Sr. in St. Louis, Missouri. It has grown to serve over 8 million individual investors across the U.S. and Canada through nearly 15,000 branch offices. The firm is known for its focus on personalized financial advice, ethical standards, and long-term client relationships. Financial advisors like Terrell V. Goertz, based in Blaine, WA, help clients with retirement income, estate planning, wealth strategies, and college savings. Edward Jones is ranked among the best companies to work for by FORTUNE magazine and emphasizes corporate citizenship, diversity, and community impact. It does not identify as a Catholic-owned or faith-based organization.
- In business
- since 1922
- Owner
- Edward D. Jones Sr.
- Serves
- United States and Canada
About Terrell Goertz
My passion and my profession are to help people grow and protect their money — more importantly, to help them define and discover the reason for doing so. Money is not an end in itself. It helps us educate our children, retire with dignity and freedom, and contribute to causes we believe in. I was born and raised in Whatcom County. Growing up on a chicken farm, my brothers and I learned the value of saving for lean times, building for the future and working long hours and weekends! We also learned the value of creating our own retirement strategies.
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Portfolio Reviews
- College Savings
- Farmers and Ranchers
Office Information
Office Hours: Mon–Thu: 9:00AM–4:30PM, Fri: 9:00AM–4:00PM, Sat–Sun: Closed. Phone: (360) 738-3454. Fax: (888) 203-8295. Address: 8115 Birch Bay Square St, Suite 118, Blaine, WA 98230.
Certifications
CFP®, ChFC®, CLU®, AAMS®, CRPC™