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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 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
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 10 years of experience.
Proffesinal Employment Group
Beall Mansion Bed And Breakfast
Jon Wallin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO