Kevin
Dwyer

Edward Jones

CRD#6197677
Investment Advisor
in Rockford, IL

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About this Advisor

Kevin Dwyer is a financial advisor working in Rockford, Illinois, who has been in the industry for 10 years. Dwyer is currently employed by Edward Jones. During their career, the advisor has held roles at Edward Jones and Northern Illinois University. Dwyer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois and Texas. Edward Jones is an advisory firm based in Rockford, Illinois. It has offices in 13,586 locations and a total of 23,408 financial advisors. It oversees $329 billion in assets under management across its 3,047,151 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 958 charities and foundations. Of its 3,047,151 client accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Edward Jones most likely consist of any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

7144 Kleckner Rd, Suite B
Rockford, IL 61107-6821

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

IL Average: $11,469,110,461
Total Number of Employees

23,408

IL Average: 458
Total Number of Accounts

3,047,151

IL Average: 33,415
Average Account Size

$107,966

IL Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kevin Dwyer Work History

Kevin has 11 years of experience.

2013 - Present (7 years)

Edward Jones

2009 - 2013 (4 years)

Northern Illinois University

Disclosures

Kevin Dwyer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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