Jeremy Edwards

Advisor at Edward Jones — Effingham, IL N 3rd St A

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Effingham, IL 62401-3102

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jeremy Edwards is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at SpringMobile - AT&T for three years. Outside of his advisory role, he owns and operates a vending machine business in Dieterich, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated capabilities under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning

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

See office

Effingham, IL N 3rd St A

900 N 3rd St A

Effingham IL 62401-3102

Advisors at this office

1

Most active in

Illinois · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Edwards Family Vending

2018 - Present • 8 years

Dieterich, IL

SpringMobile - AT&T

2016 - 2019 • 3 years

Dieterich, IL

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

Jennifer K

Series 65

Teutopolis, IL

Brucke Financial, Inc.

Jennifer Kinkelaar is a financial advisor at Brücke Financial, Inc. with six years of industry experience and holds the Series 65 designation. She has worked at Brücke Financial since 2019 and is also involved with Kinkelaar Financial Services LLC and Simplicity Group. Outside of her advisory role, she is a partner in Birdin' Falls, LLC, a property ownership partnership. Brücke Financial primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
user avatar

Richard H

ChFC®, Series 63, Series 65

Teutopolis, IL

Brucke Financial, Inc.

Richard Hawickhorst is a ChFC® with 44 years of industry experience. He has worked at Brucke Financial, Inc. since 2018 and previously spent 39 years with PRUCO Securities, LLC and The Prudential Insurance Company of America. Brücke Financial, Inc. provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory, uses subadvisors, and integrates options trading within long-term investment strategies.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
user avatar

Luke D

CFP®, Series 66

Teutopolis, IL

Brucke Financial, Inc.

Luke Doedtman is a CFP® with 14 years of experience in the financial services industry. He has worked at Brucke Financial, Inc. since 2018 and previously held positions at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, Doedtman serves as a trustee for Douglas Township, is a board member of Catholic Charities, and participates in fundraising efforts for St. Michael School. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivatives strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
user avatar

Lauren M

CFP®, Series 66

Effingham, IL

Smith, Moore & Co.

Lauren Meinhart is a CFP® professional with three years of industry experience, currently serving as an advisor at Smith, Moore & Co. since 2022. Her prior roles include positions at Midland States Bank and Doehring Winders & Co., as well as involvement with Indiana State University and the Teutopolis Park District. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team approach with approximately 50 advisors managing about $2.0 billion in assets. The firm utilizes both advisor-managed accounts and third-party manager arrangements, employing fundamental and technical analysis across a broad range of investment products.

Business succession planning Founder/Business Owner Executive
user avatar

Douglas S

Series 63, Series 66

Effingham, IL

Smith, Moore & Co.

Douglas Schultz is a financial advisor at Smith, Moore & Co. with 30 years of industry experience. He has been with Smith, Moore & Co. since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is also licensed as an insurance agent, providing insurance services in the same office. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm combines advisor-managed accounts and third-party manager solutions, overseeing approximately $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
user avatar

Nathan S

Series 66

Effingham, IL

Smith, Moore & Co.

Nathan Schultz is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds a Series 66 designation and has been with Smith Moore since 2021. Outside of finance, he is the CEO of Holy Cow Beef Snacks, a beef snack stick distribution business he has operated since 2019. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that includes proprietary models, individual portfolio construction, and outsourced managers, offering a range of investments from stocks and bonds to alternative assets.

Business succession planning Founder/Business Owner Executive
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