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Nathaniel L

Series 66

Wheaton, IL

Edward Jones

Nathaniel Lekarczyk is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at JPMorgan Chase and the Park Ridge Park District, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

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

Series 63, Series 66

Wheaton, IL

Edward Jones

Andrew Garcia is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Investment Distributors, Inc., Concourse Financial Group Securities Inc., and Protective Life Insurance Company. 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 strategies, affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brandon M

Series 66

Wheaton, IL

Edward Jones

Brandon Macias is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and previously was involved in hospitality management and a bread and wine business. Macias serves as a board member of DayOne Alliance, a nonprofit organization focused on compliance with its mission and ethical standards. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset segments. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Luke W

Series 66

Wheaton, IL

Edward Jones

Luke Widmer is a financial advisor at Edward Jones in Wheaton, IL, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for American Management Specialists for seven years. He serves as a board member for two private family foundations, Oakstone Foundation, Inc. and Steele Foundation, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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