Justin Adams

Advisor at Edward Jones

Updated today

Location

Goreville, IL 62939

Credentials

Series 66

Industry experience

11 years

About

Justin Adams is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns and maintains a rental property in Marion, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

405 S Broadway St

Goreville, IL 62939

Most active in

Illinois · Texas

Work history

Edward Jones

2015 - Present (11 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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John A

Series 66

Carbondale, IL

Alliance Wealth Advisors

John Alongi II is a financial advisor with Alliance Wealth Advisors in Carbondale, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Alliance Wealth Management LLC since 2019 and has also worked with LPL Financial since 2008. Outside of his advisory role, he is a partner in a family-owned Italian restaurant. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individuals and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to establish individualized investment policies and routinely exercises discretionary authority to implement client trades.

Wealth management
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Bradley W

CFP®, Series 66

Carbondale, IL

Alliance Wealth Advisors

Bradley Wills is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He is currently with Alliance Wealth Advisors in Carbondale, IL, where he has worked since 2019, and has also been affiliated with LPL Financial since 2008. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individual clients and pension and profit-sharing plans. The firm employs a mix of fundamental and technical analysis to develop individualized investment policies and routinely exercises discretionary authority in managing client portfolios.

Wealth management
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Michael N

Series 65, Series 66

Marion, IL

Prospera Financial Services, inc.

Michael Nichols is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cutter & Company Brokerage, Inc. for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple delivery platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael K

Series 63, Series 65

Marion, IL

Valic Financial Advisors

Michael Kaiser is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Valic Financial Advisors since 1998. In addition to his advisory role, he serves on the board of the Lake Estates Property Owners Association in Marion, Illinois. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Curtis W

Series 63, Series 65

Marion, IL

J. W. Cole Advisors, Inc.

Curtis Wharton is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2010. Outside of his advisory role, he works as a property and casualty insurance producer and is involved with Wharton Enterprises, Ltd. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Robin U

Series 63, Series 66

Marion, IL

Raymond James & Associates

Robin Ucci is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to his current role, he worked at Edward Jones and is involved with Pro Prep and Fulfillment. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and municipal finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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