Edward Jones

Investment Advisor
in Maryland Heights, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jon Wallin is a financial advisor based out of Maryland Heights, Missouri, who has been in the industry for 10 years. Wallin is on the advisory team at Edward Jones. During their career, the advisor has held roles at Jpmorgan Chase, Edward Jones, Proffesinal Employment Group and Beall Mansion Bed And Breakfast. Wallin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Missouri. Edward Jones is a company that has its headquarters in Maryland Heights, Missouri. The firm has offices in 12,884 locations and a total of 23,510 people on staff. It administers $312 billion in total assets between its 2,500,304 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 852 charitable organizations. Of its 2,500,304 client accounts, just 7% are held by high-net-worth individuals who have more than $1 million in assets. Edward Jones performs a wide assortment 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 typically depend on which services the firm provides the client. Fees charged by Edward Jones can consist of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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



Office Location

130 Edward Jones Blvd
Maryland Heights, MO 63043

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Edward Jones Brokerage Details

Total Assets Under Management


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


MO Average: 458
Total Number of Accounts


MO Average: 33,415
Average Account Size


MO Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Jon Wallin Work History

Jon has 10 years of experience.

2010 - Present (10 years)

Edward Jones

2009 - 2010 (1 year)

Proffesinal Employment Group

2009 - 2009 (< 1 year)

Beall Mansion Bed And Breakfast

2008 - 2009 (1 year)

Jpmorgan Chase


Jon Wallin 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started