Seattle First Asset Management LLC
Seattle First Asset Management, established in 2012 and based in Seattle, Washington, is an independent investment advisory firm with over 109 years of combined industry experience. Founded by Steven J. Jones, who began his career in 1986 with Drexel Burnham Lambert, the firm focuses on managing high-quality stocks and bonds for clients using a classic investment approach characterized by low turnover.
Steven is a Registered Investment Advisor Representative with LPL Financial, a registered investment advisor and member of FINRA/SIPC. The firm is not registered as a broker-dealer or investment advisor; instead, it operates through LPL Financial representatives, who are licensed to transact business in specific U.S. states. The team is led by Steven J. Jones and supported by Loren McEwan, the Office Manager, who joined the firm in 2017 after nine years with RBC Wealth Management.