Jon
Wallin

Edward Jones

CRD#5733700
Investment Advisor
in Maryland Heights, MO

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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 an employee of Edward Jones. The advisor has gained experience at Edward Jones and Proffesinal Employment Group. Wallin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri and Texas. Edward Jones is a company based in Maryland Heights, Missouri. The firm has offices in 13,586 locations and a total of 23,408 employees. It controls $329 billion in total assets among its 3,047,151 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 958 charitable organizations. Of its 3,047,151 accounts, just 9% belong to high-net-worth investors who have more than $1 million in assets available to invest. 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 advisory fees usually depend on which service is provided. However, fee types charged by Edward Jones likely consist 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

130 Edward Jones Blvd
Maryland Heights, MO 63043

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

MO Average: 458
Total Number of Accounts

3,047,151

MO Average: 33,415
Average Account Size

$107,966

MO 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

Jon Wallin Work History

Jon has 11 years of experience.

2010 - Present (10 years)

Edward Jones

2009 - 2010 (1 year)

Proffesinal Employment Group

Disclosures

Jon Wallin 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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