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Gerardo V

Series 66

Arlington Heights, IL

Edward Jones

Gerardo Velasquez is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Milliman, Inc. for nine years. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Founder/Business Owner Doctor or Medical Professional Financial Professional Hispanic/Latino/Latinx Parents
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Henry M

Series 66

Arlington Heights, IL

Edward Jones

Henry Moreno Alzate is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked as an independent solar broker and was involved in coaching soccer through the Wilmette Wings Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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

Series 66

Arlington Heights, IL

Edward Jones

Matthew Mc Clure is a financial advisor at Edward Jones in Arlington Heights, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was self-employed and worked with Little Flower Media, as well as at Lakeshore and Kirtland Country Clubs. Outside of advising, he is the founder of CSM Media LLC, a company focused on A/V production and livestreaming events, and has served as a guest tennis instructor at North Shore Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of advisors and branch offices across the United States.

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