Riley Allyn Jones
Advisor at Edward Jones — Peru, IN E Main St
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.
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
CFP®, Series 66
Experience Industry experience
2 years
Location
Peru, IN 46970
Edward Jones
Institution
Riley Jones is a CFP® certificant with two years of industry experience. He is currently with Edward Jones, having previously worked at Vanguard and held various roles at Purdue University. Outside of his financial advisory career, he has experience working at a golf course and a local business called Southside Scoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large network of financial advisors and branch offices across the U.S.
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.
Peru, IN E Main St
17 E Main St
Peru IN 46970
Advisors at this office
3
Indiana · Texas
2 years of industry experience
Edward Jones
2026 - Present • 1 year
St. Louis, MO
Vanguard
2024 - 2026 • 2 years
Plano, TX
Edward Jones
2024 - 2024 • 1 year
Lafayette, IN
Randstad
2023 - 2023 • 1 year
Plano, TX
Purdue University
2021 - 2024 • 3 years
West Lafayette, IN
Rock Hollow Golf Course
2021 - 2021 • 1 year
Peru, IN
Levy
2021 - 2021 • 1 year
West Lafayette, IN
Purdue University
2020 - 2024 • 4 years
West Lafayette, IN
Southside Scoops
2019 - 2023 • 4 years
Peru, IN
Unemployed
2014 - 2019 • 5 years
Peru, IN
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
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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.
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