Jack Robert Whalen
Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Edward JonesJul 2021 to now
- Door DashJun 2020 to Aug 2020
- Manufacturers' Representatives Educational Research FoundationJun 2020 to Aug 2020
- Brands for GoodMay 2019 to Jul 2019
- Dash Dad HatsJan 2019 to May 2019
- Jacksonville Water PlantMay 2018 to Aug 2018
- Full Time StudentAug 2017 to May 2021
- Full Time StudentJul 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7408006
- Firm CRD
- 250