Bethany Michele Lokken

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → Present
  Edward Jones
  St Louis, MO
• 08/2021 → 06/2024
  St Helens School District
  St Helens, OR
• 08/2020 → 06/2021
  Archdiocese Of Portland
  Portland, OR
• 08/2019 → 05/2020
  Central China International School
  Zhongzhou
• 08/2014 → 06/2019
  Archdiocese Of Portland
  Beaverton, OR

Other Businesses

Columbia City PTO Columbia City, OR Start date: 7/1/2025 Secretary Hours per week: 0 Hours during trading: 0 Planning and running school events. Taking meeting minutes and sharing with the school community.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-13

Other Names

• Bethany Michele Vandehey