Jesse Humphrey

Advisor at Edward Jones

Updated today

Location

Kewanee, IL 61443

Credentials

Series 66

Industry experience

3 years

About

Jesse Humphrey is a financial advisor with Edward Jones in Kewanee, Illinois, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Byrne & Jones Construction for six years. He serves as a director for Kewanee Voice, a non-profit news site, where he participates in decision-making to support the organization's sustainability. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Intergenerational Families Newlywed/Engaged

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

104 West First Street

Kewanee, IL 61443

Most active in

Illinois · Texas

Work history

Edward Jones

2022 - Present (4 years)

Edward Jones

2022 - 2022 (1 year)

Byrne & Jones Construction

2016 - 2022 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Karin C

Series 65

Kewanee, IL

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Karin Cook is a financial advisor with Geneva Partners, LLC and holds a Series 65 designation. She has no prior experience in the investment industry but has worked at Calvert Tax & Bookkeeping since 1993, which she owns and operates as a public accounting firm offering tax, bookkeeping, and payroll services. Cook is a CPA and dedicates significant time to her accounting and tax practice. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis with tailored investment strategies and monitors accounts continuously.

Active portfolio management
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Toulon, IL

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Jordan Kelch is a financial advisor with Midwestern Securities Trading Company, LLC and holds the Series 66 designation. He has two years of industry experience and also works as a financial advisor at State Bank of Toulon. His prior work includes roles in real estate and retail sectors. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis alongside third-party research.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Isaac S

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Kewanee, IL

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Isaac Shaw is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Bally's and Walmart Distribution Center. He is also involved with Jackson & Peck Financial Group, where he sells life insurance and annuity products and serves as an Investment Adviser Representative. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to deliver advisory and brokerage services through a large network of financial advisers.

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Michael M

Series 66

Kewanee, IL

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Michael Miler is a financial advisor at Edward Jones in Kewanee, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at The Hartford from 2014 to 2017 before joining Edward Jones in 2017. Outside of his advisory work, he coaches 5th and 6th grade boys basketball for Kewanee School District 229. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive

Patrick K

CFP®, Series 66

Kewanee, IL

Edward Jones

Patrick Kolata is a financial advisor with Edward Jones in Kewanee, IL, holding CFP® and Series 66 designations. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is a partner in GK Discounts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Todd R

Series 63, Series 66

Kewanee, IL

Edward Jones

Todd Reeser is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he is a partial owner of a real estate business in Lexington, VA. Edward Jones is a full-service wealth management firm serving over four million individuals and institutions. The firm offers a range of managed investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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