Glen Ellyn, IL S Park Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

45 S Park Blvd Suite 140

Glen Ellyn IL 60137-6280

Advisors at this office

2

Advisors at this office

Jason R

Series 65, Series 66

Glen Ellyn, IL

Edward Jones

Jason Rotter is a financial advisor with Edward Jones in Glen Ellyn, IL, holding Series 65 and Series 66 licenses and having 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at HomeMaker and ULU Capital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Anthony P

Series 63, Series 66

Glen Ellyn, IL

Edward Jones

Anthony Pappas is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Scottrade, Inc., Fifth Third Securities, and Fifth Third Bank. He has been with Edward Jones since 2018. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, 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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