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Austin F

CFP®, ChFC®, Series 66

Morris, IL

Edward Jones

Austin Feeney is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of experience in the financial industry. He has been with Edward Jones since 2016, based in Morris, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial products. The firm is notable for its large national advisor and branch network as well as its fiduciary standard in providing advisory services.

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

Series 63, Series 66

Morris, IL

Edward Jones

James Feeney is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Feeney is also set to purchase the existing Edward Jones office building in Morris, Illinois. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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