Homer Glen, IL S Crystal Creek Dr 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

15915 S Crystal Creek Dr Ste G

Homer Glen IL 60491

Advisors at this office

2

Advisors at this office

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Sarah S

Series 66

Homer Glen, IL

Edward Jones

Sarah Stapleton is a financial advisor at Edward Jones in Homer Glen, IL, holding a Series 66 designation with two years of industry experience. She previously worked at Stepping Stones and has additional experience with Missouri Property Services and RayJus Inc. Outside of her advisory role, she manages sound for Sunday services at Crossroads Christian Church in Joliet, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

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

David C

Series 66

Homer Glen, IL

Edward Jones

David Condon is a Series 66–licensed financial advisor with Edward Jones, based in Homer Glen, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Axa Equitable and AxA Advisors. Outside of his advisory role, he officiates college baseball games during the spring months for the NCAA. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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