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Brian M

CFP®, ChFC®, Series 63, Series 66

Schaumburg, IL

Edward Jones

Brian Magura is a financial advisor with Edward Jones in Schaumburg, IL, holding CFP® and ChFC® designations and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Anthony P

Series 63, Series 66

Schaumburg, IL

Edward Jones

Anthony Pacione is a financial advisor at Edward Jones in Schaumburg, IL, holding Series 63 and Series 66 credentials with 11 years of industry experience. He has been with Edward Jones since 2015. Pacione serves on the Finance Committee of the Community Association Institute, a 10-member group that meets monthly to review the organization's finances. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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

Series 66

Schaumburg, IL

Edward Jones

Mayumi Flesner is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held a position at MUFG Bank Ltd. from 2017 to 2018. 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 affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Wealth management Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Thaddeus K

Series 66, Series 63

Schaumburg, IL

Edward Jones

Thaddeus Kon is a financial advisor at Edward Jones with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Edward Jones, he worked at JPMorgan Chase, Guaranteed Rate, St Patrick High School, and Key Mortgage Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets under management.

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