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 based out of Buffalo Grove, Illinois, who has been in the advisory business for 10 years. Lobosco is currently employed by Edward Jones. Over the course of their career, they have held roles at Lobosco & Associates and Edward Jones. Lobosco maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Edward Jones is a registered investment company that has its headquarters in Buffalo Grove, Illinois. It has offices in 13,586 locations and a total of 23,408 employees. It administers $329 billion in assets across its 3,047,151 accounts, making it one of 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% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers 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 fees usually are based on which services are offered. However, fees charged by Edward Jones can be comprised 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

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 11 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.

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Brooks Farmer
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Jamie Mladenoff
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Jessica Millan
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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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