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Jonathan M

Series 66

Chicago, IL

Edward Jones

Jonathan Marrs is a financial advisor with Edward Jones in Chicago, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America/LPL Enterprise, Wells Fargo, JP Morgan Chase, and US Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

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

Series 66

Chicago, IL

Edward Jones

Luke Valutis is a financial advisor at Edward Jones in Chicago, IL, with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he held positions at J.S. Held LLC, The Sargent Consulting Group, Robert Half, and QOLity Tax Services, and spent five years in full-time education. Edward Jones is a full-service wealth management firm that serves a broad range of clients, including individual and institutional investors. The firm offers various advisory programs and strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Jason J

Series 65, Series 63

Chicago, IL

Edward Jones

Jason Jones is a financial advisor at Edward Jones in Chicago, IL, with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including LPL Financial, BMO Harris Bank, American United Life, and Northwestern Mutual. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, 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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Candy P

Series 63, Series 66

Chicago, IL

Edward Jones

Candy Pearson is a financial advisor with Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Edward Jones since 2010. 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 under management and offers a range of investment strategies and affiliated services through a nationwide network of advisors and branches.

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