Galesburg, IL N Broad St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

144 N Broad St

Galesburg IL 61401

Advisors at this office

2

Advisors at this office

Jason O

CFP®, ChFC®, Series 63, Series 65

Galesburg, IL

Edward Jones

Jason O’Brien is a CFP® and ChFC® with 11 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Alliance Community Bank, Midwestern Securities Trading Company, Athens State Bank, and The Prudential Insurance Company of America. He is establishing Broad Street Management LLC with plans to eventually purchase an office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Self-Employed

Benjamin S

Series 63, Series 65

Galesburg, IL

Edward Jones

Benjamin Schmidt is a financial advisor with Edward Jones in Galesburg, IL, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC, and Country Capital Management Company. Outside of his advisory role, Schmidt owns and manages Stump Ranch Cattle Co., a livestock operation in Sparland, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large national network of advisors and branch offices, as well as its affiliated capabilities such as a trust company and securities-based lending.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
View complete list of advisors at this office
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