Marion, IL West Main Street 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

312 West Main Street

Marion IL 62959

Advisors at this office

2

Advisors at this office

Garrett B

CFP®, Series 66

Marion, IL

Edward Jones

Garrett Burroughs is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Boeing from 2013 to 2022. 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 range of discretionary and non-discretionary investment strategies, with a large national network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive

Brendan L

Series 66

Marion, IL

Edward Jones

Brendan Lewis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Paycom Payroll LLC and Caterpillar Financial Services Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, 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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