Rebecca
Lobosco

Edward Jones

CRD#5779861
Investment Advisor
in Buffalo Grove, IL

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About this Advisor

Rebecca Lobosco is a financial advisor working in Buffalo Grove, Illinois, who has been in the industry for 9 years. Lobosco is an advisor for Edward Jones. During their career, Lobosco has held roles at Edward Jones and Lobosco & Associates. Lobosco has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Edward Jones is a registered investment business that has its headquarters in Buffalo Grove, Illinois. It has offices in 12,884 locations and a total of 23,510 financial advisors. It administers $312 billion in assets under management among its 2,500,304 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 852 charitable organizations. Of its 2,500,304 customer accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets. Edward Jones performs 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. Financial management fee schedules depend on which service is offered. However, fees billed by Edward Jones likely are comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

9 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

470 W Half Day Road
Buffalo Grove, IL 60089

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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

Rebecca Lobosco Work History

Rebecca has 9 years of experience.

2010 - Present (10 years)

Edward Jones

2009 - 2010 (1 year)

Lobosco & Associates

Disclosures

Rebecca Lobosco has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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