John Riley is a CFP-designated registered investment advisor at Edward Jones, based in Middleton, WI, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
7427 Elmwood Ave, Middleton, WI, 53562
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2006Criminal
August 1986Other Business Activities
John is the Vice President of the Wisconsin United Athletic Club since 2015, but spends no time on this role. He also owns a 1/4 interest in a VRBO rental property in Big Sky, MT since 2023.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.