Robert Andrew Mc Clerren

Advisor at Edward Jones — Chester, IL Lehmen Dr

Updated today

Credentials

Series 66

Experience

20 years

Location

Chester, IL 62233-1262

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Robert Mc Clerren is a financial advisor at Edward Jones with 20 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2009 and previously worked at U.S. Bancorp Investments, Inc. in 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Retirement income strategy Inheritance planning Wealth management General estate planning guidance

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

Chester, IL Lehmen Dr

810 Lehmen Dr

Chester IL 62233-1262

Advisors at this office

1

Most active in

Illinois · Texas

Work history

20 years of industry experience

Edward Jones

2009 - Present • 17 years

St Louis, MO

U.S. Bancorp Investments, Inc.

2006 - 2006 • 1 year

Marion, 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

Nicholas O

Series 66

Ste. Genevieve, MO

Lanark Financial, Inc.

Nicholas Oberle is a financial advisor at Lanark Financial, Inc. with five years of industry experience. He holds the Series 66 designation and has held roles at First State Financial Management and Missouri State University. Oberle also operates an eBay business selling antiques, sports cards, and miscellaneous items. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers a range of discretionary and non-discretionary advisory solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Ryan W

Series 63, Series 65

Ste Genevieve, MO

Commonwealth Financial Network

Ryan Wolk is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group. He holds Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Elaine M

Series 66

Ste Genevieve, MO

Edward Jones

Elaine Mooney is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Bankers Life and Bankers Life Securities, Inc. Before entering the financial industry, she was involved with Sainte Genevieve Winery for 18 years. Outside of her professional work, she serves as the director of the PSR program at Ste Genevieve Catholic Parish, managing a budget and coordinating nine teachers for around 70 students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Jason B

Series 66

Ste. Genevieve, MO

Cetera

Jason Blum is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has been with Cetera and its affiliated entities since 2017. Outside of his advisory role, Blum is engaged in several community and nonprofit organizations, including serving as a donor consultant for the Valle Catholic Schools Foundation, a volunteer baseball coach with the American Legion, and holding various board and treasurer positions with local development and educational nonprofits. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of investment strategies and client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Matthew M

Series 66

Ste. Genevieve, MO

Cetera

Matthew Morice is a financial advisor with Cetera holding a Series 66 designation and six years of industry experience. He has previously worked at Edward Jones and currently serves as a board member for the Missouri State Troopers Association. In addition to his advisory role, Morice is an assistant football coach at Helias Catholic High School and an instructor for the Missouri Association of Prosecuting Attorneys. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Tyler T

Series 66

Steeleville, IL

LPL Financial

Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and advisor tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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