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Jo Simmons Aldridge

Investment Advisor Representative

Jo joined the financial services industry in 2000 after attending The University of Texas at San Antonio and Rice University. Dedicated to helping her clients reach their financial goals, Jo is detail-oriented while always keeping the big picture in mind.


​She holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jo is a volunteer in the arts, enjoys skiing and attending music and theater events.

Jo Simmons Aldridge

Contact Info

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      8am - 4pm PT

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      (206) 838-3680

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      info@nwasset.com

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      2835 82nd Ave SE, Suite 100 

         Mercer Island, WA 98040

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NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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