Chicago, IL Office

Team
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Edward Jones is a full‑service wealth management firm that serves more than four million individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension/profit‑sharing plans, corporate clients and charitable organizations. The firm operates an SEC‑registered advisory program (the Edward Jones Investment Advisory Program) and reported approximately $1.01 trillion in AUM, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

The firm offers both discretionary and non‑discretionary wrap fee strategies (Managed Solutions, Custom Managed Solutions, FA Managed and Client Directed), access to separately managed accounts (SMAs), and affiliated mutual funds and a proprietary money market fund managed by an affiliate. Edward Jones provides overlay and tax‑efficient services (including a tax‑loss harvesting offering), pilots a Multi‑Year Transition Service and an Alternative Investments pilot for Custom Managed Solutions, and operates under a fiduciary standard when providing its advisory services.

Compared with many peers in the institutional category, Edward Jones is notable for its very large retail advisor and branch footprint and for maintaining affiliated capabilities beyond advisory services — including a trust company, affiliated mutual funds available primarily in its advisory programs, and a securities‑based lending option. The firm also recently updated its practices to vote client proxies for all strategies and highlights several program‑specific features and limitations (for example, eligibility rules for certain affiliated funds, SMA implementations and pilots) that clients should review in the firm’s regulatory brochure.

Based on Edward Jones

Expertise

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

Chicago IL

Advisors at this office

17

Advisors at this office

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Nathaniel L

Series 66

Chicago, IL

Edward Jones

Nathaniel Lekarczyk is a Series 66-registered financial advisor at Edward Jones in Chicago, IL, with approximately one year of industry experience. His prior work includes roles at JPMorgan Chase and involvement with the Park Ridge Park District. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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

Catherine P

Series 66

Chicago, IL

Edward Jones

Catherine Perez is a financial advisor with Edward Jones in Chicago, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked with organizations including KIPP Chicago Charter Schools, Heartland Alliance, Literacy Chicago, and Erie Family Health Centers. She has also volunteered as a freelance ESL instructor. 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 investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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

CFA®, Series 66

Chicago, IL

Edward Jones

Amanda Kelly is a CFA® charterholder with 12 years of industry experience. She has been with Edward Jones since 2014 and is currently based in Chicago, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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

Series 66

Chicago, IL

Edward Jones

Jacob Futhey is a financial advisor at Edward Jones in Chicago, IL, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

Laura L

CFP®, Series 66

Chicago, IL

Edward Jones

Laura Lear is a CFP® professional with 16 years of experience in financial advising. She has been with Edward Jones since 2010 and holds the Series 66 designation. Based in Chicago, IL, she provides wealth management services through her role at Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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David A

Series 66

Chicago, IL

Edward Jones

David Alldredge is a financial advisor at Edward Jones with a Series 66 designation and experience at The Northern Trust Company, Bank of America, and Bell and Anderson LLC. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with 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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Christopher K

Series 63, Series 66

Chicago, IL

Edward Jones

Christopher Kilroy is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Chicago, IL

Edward Jones

Christopher Hanner is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Chicago, IL. He has eight years of industry experience, including two years working outside finance at Olive Garden Italian Restaurant prior to joining Edward Jones in 2017. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFA®, Series 63

Chicago, IL

Edward Jones

Frank Pereiro is a CFA® charterholder with 13 years of industry experience. He is currently with Edward Jones, where he has worked since 2022. His prior experience includes positions at Wolff Financial Management and Harbor Capital Advisors. 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 nationwide network of more than 23,000 financial advisors and a comprehensive branch network.

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

Series 66

Chicago, IL

Edward Jones

James Russell is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked at Kepler Group LLC, OMD USA, Harmony Healthcare, and held roles at the University of Notre Dame and Glen Ellyn Park District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, and operates with a fiduciary standard across its nationwide network of over 23,700 advisors.

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

CFA®, Series 63

Chicago, IL

Edward Jones

Miriam Sjoblom is a CFA® charterholder and Series 63 registered advisor with five years of industry experience. She is currently with Edward Jones in Chicago, IL, where she has worked for a total of three years, including a recent return in 2025. Prior to her current tenure, she was with Northwestern Mutual (Mason Street Advisors) for two years and Morningstar Research Services for five years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Chicago, IL

Edward Jones

Richard Singletary II is a financial advisor at Edward Jones in Chicago, IL, with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill Lynch and Bankers Life Securities. Outside of his advisory work, he is involved in speech tournament judging at the high school level. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and maintains a large nationwide network of advisors and branch offices.

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

Series 66

Chicago, IL

Edward Jones

Neely Bly is a financial advisor at Edward Jones in Chicago, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Bly worked at Temple & Hentz and held positions at the University of Missouri and Vector Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large 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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Dominic M

Series 66

Chicago, IL

Edward Jones

Dominic Matigian is a Series 66-licensed financial advisor at Edward Jones in Chicago, IL, with one year of industry experience. Prior to joining Edward Jones, he held various roles across multiple industries including automotive and technology. 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 supported by a large national network of advisors and branch offices.

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

CFA®, Series 66, Series 65, Series 63

Chicago, IL

Edward Jones

Bret Watson is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Edward Jones and has previously worked at Mercer Investment Consultants, Neuberger Berman, and Deutsche Asset Management. 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, 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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