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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
Years of Experience
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Edward Jones Brokerage Details
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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.
Proffesinal Employment Group
Jon Wallin has no disclosures.
Please visit their SEC profile for more details.
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