Algonquin, IL Commerce Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,118 advisors across 14,150 offices

Location

1485 Commerce Dr

Algonquin IL 60102

Advisors at this office

5

Advisors at this office

Jarid B

CFP®, Series 66

Algonquin, IL

Edward Jones

Jarid Brockman is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience, all of which have been with Edward Jones. He is based in Algonquin, Illinois. Outside of his advisory role, he serves as president of Brockman, Inc., an S-Corp. 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 and investment options, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Dennison W

Series 63, Series 66

Algonquin, IL

Edward Jones

Dennison White is a financial advisor with Edward Jones in Algonquin, IL, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard, supported by a nationwide network of roughly 23,701 advisors.

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

Luis G

Series 66

Algonquin, IL

Edward Jones

Luis Garcia is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at CVS Caremark and Iontuition. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Doctor or Medical Professional Educators, Teachers, and Academics

John S

CFP®, Series 66

Algonquin, IL

Edward Jones

John Silmon is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and previously spent 18 years at KPMG LLP. Outside of his advisory role, he owns residential rental properties in Oak Park, Illinois. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Retirement income strategy ESG / Sustainable investing Executive Women Professionals Women's Finance Religious/faith focused
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Morgan J

Series 66

Algonquin, IL

Edward Jones

Morgan Kranz is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in various service positions including as a child-care worker and in fitness and hospitality. Outside of advising, he is involved in catering services as a server for events. 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 large network of advisors and branch offices nationwide.

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