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Abbigayle Mosson

Advisor at Edward Jones

Updated today

Location

Fairfield, IL 62837

Credentials

CFP®, Series 63, Series 65

Industry experience

5 years

About

Abbigayle Mosson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Her prior experience includes roles at Mutual of Omaha Investor Services, Mutual of Omaha, and Morgan Stanley. She has also been involved with Purdue Musical Organizations and Purdue University in earlier years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1411 W Main St

Fairfield, IL 62837

Most active in

Illinois

Work history

Edward Jones

2021 - Present (5 years)

Mutual of Omaha Investor Services

2020 - 2021 (1 year)

Mutual of Omaha

2020 - 2021 (1 year)

Morgan Stanley

2020 - 2020 (1 year)

Expressway Dodge

2019 - 2019 (1 year)

Nine Irish Brothers

2019 - 2019 (1 year)

Purdue Musical Organizations

2017 - 2018 (1 year)

Purdue University

2016 - 2020 (4 years)

Gillard's Hardware

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brenda M

Series 66

Johnsonville, IL

Fidelity

Brenda Milner is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. She has worked with Fidelity Investments and Fidelity Brokerage Services, and previously held roles at ConnectedMined, Premier Designs, Allegiance Title Company, Bk Consulting, Young Living, and MDM Energy. Outside of her advisory role, she has been involved with Young Living in a personal capacity related to essential oils and wellness products. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
user avatar

Christopher C

Series 63, Series 66

Fairfield, IL

Raymond James Financial

Christopher Conard is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2015. Outside of his advisory role, he owns and manages commercial and rental properties. Raymond James Financial Services Advisors, Inc. serves a broad range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration to develop tailored plans and investment recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired

Andrew D

CFP®, Series 66

Fairfield, IL

Edward Jones

Andrew Diesel is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2006. He has 19 years of industry experience and serves clients from Fairfield, Illinois. Outside of his advisory role, Diesel volunteers as an assistant basketball coach at Jasper Grade School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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