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Robert Riley Jones

Advisor at Edward Jones — Peru, IN W Main St

Updated today

Credentials

Series 66

Experience

7 years

Location

Peru, IN 46970-2144

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,136 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Robert Jones is a financial advisor with Edward Jones in Peru, Indiana, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Schneider Electric for 18 years. Outside of his advisory role, Jones coaches varsity and middle school soccer for the Maconaquah School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary 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

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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

Peru, IN W Main St

105 W Main St

Peru IN 46970-2144

Advisors at this office

1

Most active in

Indiana · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Schneider Electric

2001 - 2019 • 18 years

Peru, IN

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

Terry D

Series 63, Series 65

Roann, IN

Brookwood Investment Group

Terry Dupont is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Dupont Advisory Group since 2010 and owns Dupont & Associates, which engages in the sale of life insurance, health insurance, and annuities. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,000 clients, offering portfolio management, financial planning, and retirement-plan advisory services through a range of investment strategies.

General retirement planning Active portfolio management Passive / index investing Founder/Business Owner Retired

Tyler O

Series 66

Wabash, IN

Edward Jones

Tyler Olson is a financial advisor with Edward Jones in Wabash, Indiana. He holds a Series 66 designation and has six years of industry experience, including five years with Wabash City Schools prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
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Susan S

Series 66

Wabash, IN

Edward Jones

Susan Street is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrive Virtual and Grow Wabash County, as well as seven years at Fort Wayne Metals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Wendy O

CFP®, Series 63, Series 66

Logansport, IN

Edward Jones

Wendy Orpurt is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. She is based in Logansport, IN, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved with the Cass County Carousel Board. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million clients, ranging from individual households to institutional entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Jarrod M

Series 63, Series 65

Wabash, IN

OSAIC

Jarrod Mckee is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at Osaic since 2018 and previously spent two years with Signator Investors, Inc. In addition to his advisory role, Mckee volunteers on the Vertex Pharmaceuticals Caregiver Advisory Board and coaches youth basketball. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments, with discretionary and non-discretionary management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Tyra W

Series 63, Series 66

Peru, IN

Edward Jones

Tyra Walker is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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