Matthew Lawver

Advisor at Edward Jones

Updated today

Location

Macomb, IL 61455-3167

Credentials

Series 66

Industry experience

2 years

About

Matthew Lawver is a financial advisor with Edward Jones in Macomb, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at United Community Bank and Rarotonga State Bank. He has also been involved with the Lewis and Clark Baseball League and Lindenwood University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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

325 S Candy Ln

Macomb, IL 61455-3167

Most active in

Illinois · Texas

Work history

Edward Jones

2024 - Present (2 years)

United Community Bank

2020 - 2023 (3 years)

Rarotonga State Bank

2016 - 2020 (4 years)

Lewis and Clark Baseball League

2016 - 2016 (1 year)

Lindenwood University

2015 - 2016 (1 year)

Lindenwood University

2013 - 2016 (3 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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Jerald P

Series 66

Macomb, IL

IPI Wealth Management, Inc.

Jerald Peabody is a financial advisor with IPI Wealth Management, Inc. in Macomb, Illinois, holding a Series 66 designation and 28 years of industry experience. He has been with IPI Wealth Management and its predecessor, Investment Planners, Inc., since 1998. Outside of his advisory role, he is the owner of Daly/Peabody Inc. and serves as president and owner of Financial Planning Services Inc., where he manages branch staff and operations. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans by providing portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based model suites and outsources operational functions to an appointed systems provider.

ESG / Sustainable investing Retirement income strategy
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Aaron B

Series 66

Macomb, IL

LPL Financial

Aaron Black is a financial advisor with LPL Financial based in Macomb, IL, holding a Series 66 designation and seven years of industry experience. He has worked at First Bankers Trust Co. and Table Grove State Bank Financial Services prior to his current role. Outside of his advisory work, he is involved in a real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Preston G

Series 66

Macomb, IL

Edward Jones

Preston Gray is a financial advisor with Edward Jones in Macomb, Illinois, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and is also part-owner of Gray Bros Lawn Care, where he supervises and teaches lawn mowing operations. Additionally, he is a part-owner of Yarg Investments, a real estate investment LLC that manages short-term rental property maintenance. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner

Seth M

ChFC®, Series 66

Macomb, IL

Edward Jones

Seth Minter is a financial advisor at Edward Jones in Macomb, IL, holding the ChFC® and Series 66 credentials with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Missouri State University and Western Illinois University. Outside of advising, he owns a retail business, 309 Marketplace, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jerry B

Series 63, Series 65

Macomb, IL

OSAIC

Jerry Brookhart is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Woodbury Financial Services and Purdum Gray Ingledue, Inc. He is active in his community as a regional president of Rotary International and serves as a deacon at Scotland Trinity Presbyterian Church. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing advanced asset-allocation tools and multiple custodial platforms to support its network of over 6,000 advisors.

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Jason S

Series 66

Table Grove, IL

OSAIC

Jason Smith is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 11 years and has been involved with several affiliated entities, including owning Legacy Private Wealth Advisors, which provides payroll and employee benefits for registered representatives. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers advisory and brokerage services through a large network of financial advisers and employs a comprehensive investment process incorporating risk tolerance, asset allocation, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
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