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Suzanne K

CFP®, Series 66

Bloomington, IL

Edward Jones

Suzanne Kosik is a CFP® and Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019. Prior to her financial advisory career, she was associated with Gold's Gym for 14 years and holds ownership interests in related health club businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of financial advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Technology Professional
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Jacob K

CFP®, Series 66

Bloomington, IL

Edward Jones

Jacob Kummer is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial services industry. 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, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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