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Stockbrokers in Joint Base Lewis McChord, WA: 2026 rankings

35 stockbrokers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Joint Base Lewis McChord: Edward Jones - Financial Advisor: Cara MacMillan, RFA Score 60/100; 4.7★ from 13 Google reviews.

  2. 3

    Most-reviewed: Charles Schwab, 29 Google reviews at 3.2★, the most of 35 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

35 Joint Base Lewis McChord stockbrokers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 4.7★ across 35 rated firms.

Top 10 stockbrokers in Joint Base Lewis McChord at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 stockbrokers in Joint Base Lewis McChord at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Edward Jones - Financial Advisor: Cara MacMillan604.7★ (13)Olympia, 13 mi away—Top score
2North Financial Inc594.3★ (9)University Place, 8 mi away——
3Charles Schwab593.2★ (29)Tacoma, 12 mi away—Most reviews
4Edward Jones - Financial Advisor: Cameron A Daniels585.0★ (9)Lacey, 13 mi away——
5Edward Jones - Financial Advisor: Jimmy Morgan, CRPC™575.0★ (7)Graham, 14 mi away——
6Edward Jones - Financial Advisor: Timothy W Bridges573.7★ (3)Joint Base Lewis McChord——
7Edward Jones - Financial Advisor: Chris McNabb, CFP®575.0★ (5)University Place, 9 mi away——
8Edward Jones - Financial Advisor: Karley Schluter, CFP®|ChFC®575.0★ (4)Tacoma, 7 mi away——
9Principal Financial Group564.0★ (5)Tacoma, 9 mi awaySat—
10Edward Jones - Financial Advisor: Brad Ortega565.0★ (3)Lakewood, 5 mi away——

All 35 stockbrokers in Joint Base Lewis McChord, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 North Financial Inc

    Based in University Place, 8 mi away

    59/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.3★ from 9 Google reviews, listed on Google as “Tax preparation service”.

    • 4.3★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4103 Bridgeport Way W Ste C, University Place, WA 98466
    View profile for North Financial Inc(253) 460-3541

  3. #3 Charles Schwab

    Based in Tacoma, 12 mi away

    59/100RFA Score

    Ranked #3 because of its Google rating and review volume: 3.2★ from 29 Google reviews, the most in Joint Base Lewis McChord.

    • 3.2★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1148 Broadway Unit 110, Tacoma, WA 98402
    View profile for Charles Schwab(253) 382-4776

  23. #23 Edward Jones - Financial Advisor: Derek J O'Sullivan

    Based in Puyallup, 14 mi away

    54/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon 7:30 AM–3:30 PM · Tue 8 AM–4 PM · Wed–Thu 7:30 AM–3:30 PM · Fri 7:30 AM–2:30 PM · Sat–Sun closed
    Address
    10418 156th St E Suite 106, Puyallup, WA 98374
    View profile for Edward Jones - Financial Advisor: Derek J O'Sullivan(253) 893-8742

  24. #24 Edward Jones - Financial Advisor: Jon Emerson, CEPA®|AAMS®

    Based in Lacey, 14 mi away

    54/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon 8 AM–4:30 PM · Tue–Wed 7:30 AM–4:30 PM · Thu–Fri 7:30 AM–2 PM · Sat–Sun closed
    Address
    5340 Corporate Center Loop SE Suite B, Lacey, WA 98503
    View profile for Edward Jones - Financial Advisor: Jon Emerson, CEPA®|AAMS®(360) 486-0370

All 35 stockbrokers

#1 to #25 are shown in full above. Here are #26 to #35, in RFA Score order; each links to its profile.

stockbrokers in Joint Base Lewis McChord, ranks 26 to 35
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Brent Tayet, CFP®|CEPA®545.0★ (3)15 mi
27Edward Jones - Financial Advisor: Elizabeth McCullough, CFP®|CEPA®|AAMS®|CRPC™|CRPS™535.0★ (3)16 mi
28Edward Jones - Financial Advisor: Noah N Bershatsky, CFP®|AAMS®534.7★ (3)16 mi
29Edward Jones - Financial Advisor: Scott Shoemaker, CFP®534.2★ (5)22 mi
30Edward Jones - Financial Advisor: Shane B Klingenstein535.0★ (3)19 mi
31Edward Jones - Financial Advisor: Laine M Ducote, CRPC™535.0★ (3)20 mi
32Edward Jones - Financial Advisor: Shane J Feist524.0★ (4)22 mi
33Edward Jones - Financial Advisor: Sarah C Keister, CRPC™525.0★ (3)21 mi
34Edward Jones - Financial Advisor: Chris Dolan, CFP®523.7★ (3)20 mi
35Edward Jones - Financial Advisor: Greg Dobbs, CFP®513.7★ (3)22 mi

Also serving Joint Base Lewis McChord

20 more stockbrokers within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked stockbrokers serving Joint Base Lewis McChord
BusinessGoogle ratingDistance
Edward Jones - Financial Advisor: Andrew F Brown5.0★ (2)14 mi
Edward Jones - Financial Advisor: Bart Dalton4.5★ (2)5 mi
Edward Jones - Financial Advisor: Brendan P Wood5.0★ (2)15 mi
Edward Jones - Financial Advisor: Brent B Wojtanowicz1.0★ (2)12 mi
Edward Jones - Financial Advisor: Cameron Thrall, CFP®|AAMS®3.0★ (2)20 mi
Edward Jones - Financial Advisor: Charles J Dietrich5.0★ (2)5 mi
Edward Jones - Financial Advisor: Christian A MacMillan5.0★ (2)17 mi
Edward Jones - Financial Advisor: Dan Young, CFP®|AAMS®4.5★ (2)17 mi
Edward Jones - Financial Advisor: Dominic M Hernandez5.0★ (2)20 mi
Edward Jones - Financial Advisor: Gary M Amerson, CFP®|CEPA®5.0★ (2)18 mi
Edward Jones - Financial Advisor: Jackson Miller, CFP®|AAMS®|CRPC™5.0★ (2)18 mi
Edward Jones - Financial Advisor: Jason Light, CFP®|ChFC®|AAMS®|ADPA®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Jeff Kopp5.0★ (2)9 mi
Edward Jones - Financial Advisor: Jessica Pichora, AAMS®|CRPC™5.0★ (2)18 mi
Edward Jones - Financial Advisor: Kevin Rowe5.0★ (2)13 mi
Edward Jones - Financial Advisor: Larissa J Sklar, CFP®5.0★ (2)18 mi
Edward Jones - Financial Advisor: Matthew Jensen5.0★ (2)14 mi
Edward Jones - Financial Advisor: Michael P Batt5.0★ (2)7 mi
Edward Jones - Financial Advisor: Pamela J Ferris5.0★ (2)12 mi
Edward Jones - Financial Advisor: Tim Scheuffele, CFP®|CEPA®5.0★ (2)15 mi

How we ranked Joint Base Lewis McChord stockbrokers

We scored 35 Joint Base Lewis McChord stockbrokers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Joint Base Lewis McChord data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a stockbroker

  1. Confirm the stockbroker and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a stockbroker

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my stockbroker?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Stockbrokers in Joint Base Lewis McChord: frequently asked questions

Which stockbroker has the highest RFA Score in Joint Base Lewis McChord?

By RFA Score, the highest-ranked stockbroker in Joint Base Lewis McChord, WA is Edward Jones - Financial Advisor: Cara MacMillan with an RFA Score of 60/100. It has 4.7★ from 13 Google reviews. North Financial Inc (#2) and Charles Schwab (#3) follow. We ranked 35 stockbrokers on eight factors, last updated November 9, 2026.

How many stockbrokers are there in Joint Base Lewis McChord?

RankedFinancialAdvisors ranks 35 stockbrokers serving Joint Base Lewis McChord, WA. 1 of them is based in Joint Base Lewis McChord; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which stockbrokers in Joint Base Lewis McChord work on weekends?

1 of 35 ranked stockbrokers post Saturday hours. The highest-ranked open Saturdays is Principal Financial Group (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Joint Base Lewis McChord stockbrokers have?

The median Google rating among 35 rated stockbrokers in Joint Base Lewis McChord is 4.7★, with a median of 4 reviews. Charles Schwab has the most, 29 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank stockbrokers?

Each stockbroker gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do stockbrokers outside Joint Base Lewis McChord count in this ranking?

Yes, if they are within 25 mi of the Joint Base Lewis McChord city center, our service radius for stockbrokers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can stockbrokers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a stockbroker do?

Stockbrokers buy and sell stocks, bonds, funds and other securities for clients and may recommend them. In the US they are registered representatives of a FINRA member broker-dealer; in Canada they work for a CIRO-regulated investment dealer.

How are stockbrokers in Joint Base Lewis McChord ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers brokerage services and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a stockbroker’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every stockbroker in Joint Base Lewis McChord a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do stockbrokers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Joint Base Lewis McChord

  1. November 2026: RFA Scores recalculated for 35 stockbrokers serving Joint Base Lewis McChord.

More stockbrokers and Joint Base Lewis McChord pages