Oswego, IL Farmington Lakes Drive 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

1231 Farmington Lakes Drive, Suite 100

Oswego IL 60543-0000

Advisors at this office

2

Advisors at this office

Inakshi S

Series 63, Series 66

Oswego, IL

Edward Jones

Inakshi Sukhani is a financial advisor at Edward Jones in Oswego, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior roles include positions at US Bancorp Investments, US Bank, JP Morgan Securities, JP Morgan Chase, and MB Financial Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Aaron K

Series 63, Series 66

Oswego, IL

Edward Jones

Aaron Kramer is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Kramer serves as an assistant boys and girls tennis coach for the Oswego School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a large network of financial advisors and branch offices across the United States. The firm offers various advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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