Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 66
Experience Industry experience
10 years
Location
Lacon, IL 61540
Edward Jones
Institution
Mary Chambers is a financial advisor at Edward Jones with 10 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to her current role starting in 2019, she worked at Cetera Investment Services LLC and spent over a decade at Heartland Health Care Center. Outside of finance, she owns and instructs at a Jazzercise fitness franchise and serves as a lay leader at Emmas Lutheran Church, where she leads worship services quarterly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 advisors nationwide and manages approximately $1.01 trillion in assets.
Based on Edward Jones
$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)
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.
Lacon, IL Fifth Street
329 Fifth Street
Lacon IL 61540
Advisors at this office
1
Illinois · Texas
10 years of industry experience
Edward Jones
2021 - Present • 5 years
St Louis, MO
Heartland Health Care Center
2010 - 2021 • 11 years
Henry, IL
Henry Jazzercise
2010 - 2021 • 11 years
Henry, IL
Cetera Investment Services Llc
2005 - 2010 • 5 years
Peru, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chillocothe, IL
Edward Jones
Timothy Edwards is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he spent 18 years at Kemp Manufacturing Company and has served as Co-Executor for the Michael F. Edwards Estate since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.
Series 63, Series 66
Dunlap, IL
Mass Mutual Investors Services
Michael Fleming is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. He is also the owner of an LLC involved in pass-through compensation activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.
Series 66
Chillicothe, IL
Edward Jones
Kelly Lopotko is a financial advisor at Edward Jones in Chillicothe, IL, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following four years at Associated Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.
CFP®, Series 66
Chillicothe, IL
Edward Jones
Matthew Kenady is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Aventine/Pacific Ethanol Inc. for three years. Outside of his advisory role, he is involved in a trucking company and manages farmland in Illinois. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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