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Juliette L

Series 66

Arlington Heights, IL

Edward Jones

Juliette La Voye is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Eaton Vance (Morgan Stanley) and AXA Advisors, LLC. Outside of finance, she has experience in the restaurant industry, including roles at Laura's Bar and Grille and Jake n Joes Sports Grille. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

Arlington Heights, IL

Edward Jones

Bojan Rajkovic is a CFP® professional with 16 years of industry experience, currently practicing at Edward Jones since 2010. He holds the Series 66 designation and is based in Arlington Heights, IL. Outside of his advisory role, he is an investor in manufacturing, agriculture, private equity, and real estate syndicates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and maintains affiliated capabilities beyond advisory services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Financial Professional Hispanic/Latino/Latinx
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Matthew B

Series 66

Arlington Heights, IL

Edward Jones

Matthew Bronson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Medline Industries Inc. from 2013 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Arlington Heights, IL

Edward Jones

Brian Terwilliger is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and IHT Wealth Management. He is a member of the Schaumburg Business Association, participating in networking and volunteer meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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Andres R

CFP®, Series 66

Arlington Heights, IL

Edward Jones

Andres Rodriguez is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stock option exercise strategy Startup equity planning Business ownership considerations General retirement planning Inheritance planning Founder/Business Owner Executive Intergenerational Families
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Kelly P

Series 66

Arlington Heights, IL

Edward Jones

Kelly Petersen is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Petersen worked at Huck Bouma PC, James C Provenza & Associates, and Anderson & Associates PC. Outside of advising, Petersen co-owns a handmade soap business that sells products on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various sizes of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
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