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James Dockens | Financial Advisor | Auburn, WA | U.S. Bancorp Wealth Management

financial advisor in Auburn Jamie Dockens

Wealth Management Advisor
U.S. Bancorp Investments

253.939.9943

Primary office
401 15th St Northeast
Auburn, WA 98002
Get Directions to 401 15th St Northeast

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Puyallup and Spanaway areas. My experience in the financial industry started in 1997. I hold a Master of Science degree in finance from Seattle University and a Bachelor of Arts degree in economics from Pacific Lutheran University.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy skiing, water sports and spending time with my family.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My offices

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About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.

Meet my team