Jonathan Walker

Advisor at Edward Jones

Updated today

Location

Marseilles, IL 61341

Credentials

Series 63, Series 66

Industry experience

23 years

About

Jonathan Walker is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved in commercial rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of advisors and offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

446 Main Street

Marseilles, IL 61341

Most active in

Illinois · Texas

Work history

Edward Jones

2003 - Present (23 years)

Disclosures

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

Business activities & affiliations

user avatar

Taylor A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Taylor Armstrong is a financial advisor with Armstrong & Associates, Inc. and holds the Series 66 designation. He has nine years of industry experience, including roles at Raymond James Financial Services Advisors Inc. since 2016. Outside of finance, he is the owner of Invictus Maneo Entertainment LLC, where he develops film scripts and board games. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, trusts, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis across a variety of instruments, and offers services tailored to client goals without accepting discretionary authority or custody of client assets.

General retirement planning Business Financial Management Founder/Business Owner
user avatar

Ethan A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Ethan Armstrong is a financial advisor with Raymond James Financial in Ottawa, Illinois, holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2016 and operates Armstrong & Associates, Inc., where he also serves as a financial adviser. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

General retirement planning Business Financial Management Founder/Business Owner
user avatar

Bradley A

CFP®, Series 63

Ottawa, IL

Armstrong & Associates, Inc.

Bradley Armstrong is a CFP® with 39 years of experience in financial services. He has been with Armstrong & Associates, Inc. since 1987 and worked at LPL Financial, LLC from 1988 to 2016. Armstrong also serves as a director at First Ottawa Bancshares, Inc. Outside of his advisory role, he is involved in overseeing bank operations through his board position. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, partnerships, trusts, estates, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis to tailor recommendations based on client goals and risk tolerance.

General retirement planning Business Financial Management Founder/Business Owner
user avatar

John A

Series 63

Ottawa, IL

Cambridge Investment Research Advisors

John Armstrong is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and founding Armstrong & Associates, Inc. He also serves as a board member of Ottawa Savings Bank. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a broad network of independent professionals.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Michael W

Series 63, Series 66

Morris, IL

Edward Jones

Michael Wright is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is involved in commercial real estate ownership and management in the Morris area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports clients through a nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive LGBTQIA
user avatar

Stephen K

Series 63, Series 65

Ottawa, IL

Equitable Advisors

Stephen Killelea is a financial advisor with Equitable Advisors in Ottawa, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he volunteers with Marquette High School in fundraising activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")