Naperville, IL 1717 Park 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

1717 Park St Suite 125

Naperville IL 60563

Advisors at this office

2

Advisors at this office

Aaron L

Series 66

Naperville, IL

Edward Jones

Aaron Lathrop is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches CrossFit classes at a local gym. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and $1.01 trillion in assets under management.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Startup equity planning Liquidity event planning Military & Veterans

Ryan K

CFP®, Series 66

Naperville, IL

Edward Jones

Ryan Klatt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Naperville, IL. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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