user avatar

Ricky Lee Johnson

Advisor at Edward Jones — Anna, IL Leigh Avenue

Updated today

Credentials

CFP®, Series 66

Experience

6 years

Location

Anna, IL 62906

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,149 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Ricky Johnson is a CFP® and Series 66-registered financial advisor with Edward Jones in Anna, Illinois. He has five years of industry experience, including eight years at Auffenberg of Carbondale prior to joining Edward Jones in 2020. Outside of his advisory role, he coaches junior high boys basketball in Creal Springs, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Anna, IL Leigh Avenue

1200 Leigh Avenue

Anna IL 62906

Advisors at this office

2

Most active in

Illinois · Texas

Work history

6 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Auffenberg of Carbondale

2012 - 2020 • 8 years

Carbondale, 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

Brent K

Series 63, Series 65

Anna, IL

Lombard Advisers Incorporated

Brent Kochel is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and offering eight years of industry experience. He is a partner at the CPA firm Beussink, Hickam & Kochel, PC, where he provides tax preparation, audits, and consulting services. Outside of his advisory and accounting work, he serves as a part-time firefighter with the Murphysboro Pomono Fire Protection District. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies, using a variety of analysis methods and offering access to multiple wrap and separately managed account programs.

College savings (529s, UTMA, etc.)

Phillip M

Series 66

Anna, IL

Edward Jones

Phillip Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves on the board of RAVE in Anna, Illinois, where he helps with employee and facility decision-making. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and is notable for its extensive network of financial advisors and branch offices across the country.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
user avatar

Amy O

Series 66

Anna, IL

Edward Jones

Amy Otto is a Series 66-registered financial advisor with Edward Jones in Anna, Illinois, and has two years of industry experience. She has been with Edward Jones since 2009, with a brief prior position as a crew member at McDonald's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Heather C

Series 66

Anna, IL

Edward Jones

Heather Cochran is a financial advisor with Edward Jones in Anna, Illinois. She holds a Series 66 designation and has been with Edward Jones since 2005. 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 supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kelli W

CFP®, ChFC®, Series 66

Anna, IL

Edward Jones

Kelli Wood is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2009. Outside of her advisory work, she is the owner of a rental property in Anna, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Retirement income strategy Business ownership considerations Planning for children with special needs Wealth management Founder/Business Owner

Justin A

Series 66

Goreville, IL

Edward Jones

Justin Adams is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns and maintains a rental property in Marion, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)