Marion, IL E Deyoung 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

810 E Deyoung St

Marion IL 62959

Advisors at this office

2

Advisors at this office

Cale N

Series 66

Marion, IL

Edward Jones

Cale Newlin is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. His career includes roles at Murphy-Wall State Bank and Trust, Farmers State Bank of Alto Pass, and First Southern Bank f/k/a Herrin Security Bank. Outside of advisory work, he is a partner in a rental property business involving a vacation home on Lake of Egypt. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jason R

Series 63, Series 66

Marion, IL

Edward Jones

Jason Ragain is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves on the board of directors and finance committee for Voyage Senior Living, a group of senior living facilities in Southern Illinois. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory strategies and affiliated investment options.

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