Janesville, WI N Milton Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,159 offices

Location

4465 N Milton Ave Ste 101

Janesville WI 53546

Advisors at this office

4

Advisors at this office

Lonnie K

CFP®, Series 66

Janesville, WI

Edward Jones

Lonnie Klecker is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Janesville, WI. Outside of his advisory role, Klecker is a board member of Family Services in Beloit, WI, where he participates in governance activities related to community services. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients across a broad range of financial needs. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Retired Founder/Business Owner Executive

Ashlie M

Series 66

Janesville, WI

Edward Jones

Ashlie Myers is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Target from 2010 to 2018. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

General retirement planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive

Jesse D

Series 66

Janesville, WI

Edward Jones

Jesse Dever is a financial advisor with Edward Jones in Janesville, WI, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he worked in education and community organizations, including Billings Public Schools and the Foglia YMCA. He is also part-owner of Apex Event Rentals, a weekend event and party rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused

Elizabeth B

Series 66

Janesville, WI

Edward Jones

Elizabeth Bailey is a Series 66-licensed financial advisor at Edward Jones in Janesville, WI, with six years of experience at the firm and a total of five years in the industry. Prior to joining Edward Jones, she worked at CD Smith Construction and the School District of Milton. 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 nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
View complete list of advisors at this office
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