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Nathaniel L
Series 66
Chicago, IL
Edward Jones
Nathaniel Lekarczyk is a Series 66-registered financial advisor at Edward Jones in Chicago, IL, with approximately one year of industry experience. His prior work includes roles at JPMorgan Chase and involvement with the Park Ridge Park District. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Catherine P
Series 66
Chicago, IL
Edward Jones
Catherine Perez is a financial advisor with Edward Jones in Chicago, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked with organizations including KIPP Chicago Charter Schools, Heartland Alliance, Literacy Chicago, and Erie Family Health Centers. She has also volunteered as a freelance ESL instructor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Amanda K
CFA®, Series 66
Chicago, IL
Edward Jones
Amanda Kelly is a CFA® charterholder with 12 years of industry experience. She has been with Edward Jones since 2014 and is currently based in Chicago, IL. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.
Jacob F
Series 66
Chicago, IL
Edward Jones
Jacob Futhey is a financial advisor at Edward Jones in Chicago, IL, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Laura L
CFP®, Series 66
Chicago, IL
Edward Jones
Laura Lear is a CFP® professional with 16 years of experience in financial advising. She has been with Edward Jones since 2010 and holds the Series 66 designation. Based in Chicago, IL, she provides wealth management services through her role at Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.
David A
Series 66
Chicago, IL
Edward Jones
David Alldredge is a financial advisor at Edward Jones with a Series 66 designation and experience at The Northern Trust Company, Bank of America, and Bell and Anderson LLC. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.
Christopher K
Series 63, Series 66
Chicago, IL
Edward Jones
Christopher Kilroy is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Christopher H
CFP®, Series 66
Chicago, IL
Edward Jones
Christopher Hanner is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Chicago, IL. He has eight years of industry experience, including two years working outside finance at Olive Garden Italian Restaurant prior to joining Edward Jones in 2017. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Frank P
CFA®, Series 63
Chicago, IL
Edward Jones
Frank Pereiro is a CFA® charterholder with 13 years of industry experience. He is currently with Edward Jones, where he has worked since 2022. His prior experience includes positions at Wolff Financial Management and Harbor Capital Advisors. 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, supported by a nationwide network of more than 23,000 financial advisors and a comprehensive branch network.
James R
Series 66
Chicago, IL
Edward Jones
James Russell is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked at Kepler Group LLC, OMD USA, Harmony Healthcare, and held roles at the University of Notre Dame and Glen Ellyn Park District. 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 offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, and operates with a fiduciary standard across its nationwide network of over 23,700 advisors.
Miriam S
CFA®, Series 63
Chicago, IL
Edward Jones
Miriam Sjoblom is a CFA® charterholder and Series 63 registered advisor with five years of industry experience. She is currently with Edward Jones in Chicago, IL, where she has worked for a total of three years, including a recent return in 2025. Prior to her current tenure, she was with Northwestern Mutual (Mason Street Advisors) for two years and Morningstar Research Services for five years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.
Richard S
Series 66
Chicago, IL
Edward Jones
Richard Singletary II is a financial advisor at Edward Jones in Chicago, IL, with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill Lynch and Bankers Life Securities. Outside of his advisory work, he is involved in speech tournament judging at the high school level. 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 and maintains a large nationwide network of advisors and branch offices.
Neely B
Series 66
Chicago, IL
Edward Jones
Neely Bly is a financial advisor at Edward Jones in Chicago, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Bly worked at Temple & Hentz and held positions at the University of Missouri and Vector Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Dominic M
Series 66
Chicago, IL
Edward Jones
Dominic Matigian is a Series 66-licensed financial advisor at Edward Jones in Chicago, IL, with one year of industry experience. Prior to joining Edward Jones, he held various roles across multiple industries including automotive and technology. 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 supported by a large national network of advisors and branch offices.
Bret W
CFA®, Series 66, Series 65, Series 63
Chicago, IL
Edward Jones
Bret Watson is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Edward Jones and has previously worked at Mercer Investment Consultants, Neuberger Berman, and Deutsche Asset Management. 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, supported by a large network of advisors and branch offices nationwide.
Adam F
CFA®, Series 66
Chicago, IL
Edward Jones
Adam Fournie is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has been with Edward Jones in Chicago, IL since 2011. Fournie serves as a voting board member for Provident Behavioral Health in Saint Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm has a large nationwide network of financial advisors and branch offices and operates under a fiduciary standard.
Carlos B
Series 66
Chicago, IL
Edward Jones
Carlos Beals is a financial advisor with Edward Jones in Chicago, IL, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2022, he worked at JP Morgan Securities, LLC for five years and at TransAct Futures for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate investors. The firm offers a variety of advisory programs and investment strategies with a nationwide network of advisors and branch offices.
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