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Jack W

Series 66

Jacksonville, IL

Edward Jones

Jack Whalen is a financial advisor at Edward Jones in Jacksonville, Illinois, holding the Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he held roles at the Manufacturers' Representatives Educational Research Foundation and Door Dash, and was involved with Brands for Good and Dash Dad Hats. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Jacksonville, IL

Edward Jones

William Whalen is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1993. In addition to his advisory role, he coaches the boys basketball team at Routt High School in Jacksonville, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

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

Series 66

Jacksonville, IL

Edward Jones

Melanie Pine is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Consolidated Grain & Barge and Computer Science Corporation before joining Edward Jones. Outside of her advisory role, she is a certified coach for FASTer Way To Fat Loss, providing guidance on whole foods, carb cycling, and intermittent fasting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, managed account solutions, and affiliated investment products.

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