Nathan Mc Catty

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Lockport, IL 60441

Credentials

CFP®, Series 66

Industry experience

8 years

Expertise

College savings (529s, UTMA, etc.) Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General estate planning guidance

Work history

Edward Jones

2018 - Present (8 years)

Century 21 Real Estate

2017 - 2018 (1 year)

Wells Fargo

2017 - 2017 (1 year)

Houlihans Restaurants

2016 - 2017 (1 year)

Merrill Lynch

2016 - 2016 (1 year)

Houlihans Restaurant

2012 - 2017 (5 years)

Century 21 Real Estate

2011 - 2017 (6 years)

Disclosures

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

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)

Arun S

CFP®, CFA®

Palos Park, IL

Avenue 90

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 9+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Wealth management Passive / index investing Active portfolio management HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Young Families

Mark K

CFP®, Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management LGBTQIA

Brett S

Series 66

Frankfort, IL

Edward Jones

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

John R

Series 63, Series 66

Chicago, IL

Fidelity

John Reyes is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Relationship Manager and Workplace Planning Associate at Fidelity Investments, gaining experience in client relations and retirement planning. Prior to joining Fidelity, John was an Equity Derivatives Trader and worked as a Bilingual Senior Benefits Consultant at GoHealth. John focuses on collaborating with clients to align financial and retirement goals, providing guidance that integrates the personal and financial aspects of their circumstances. His professional experience spans investment consulting, relationship management, workplace planning, equity derivatives trading, and benefits consulting. Outside of his professional work, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Active portfolio management Options & derivatives strategies Financial Professional

John K

Series 63, Series 66

Naperville, IL

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Business exit / sale strategy Executive
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