Johnathan
Irions
Edge Financial Advisors, LLC
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About this Advisor
Johnathan Irions is a financial advisor based in Wheaton, Illinois, working with Edge Financial Advisors, LLC. Johnathan has previously held positions at The Prudential Insurance Company Of America, Penn Mutual Life Insurance Company, Lincoln Investment, Capital Analysts, New York Life Insurance Company, J.P. Morgan Securities LLC, Massachusetts Mutual Life Insurance Co, Jp Morgan Chase, New York Life Insurance, Olympia Fields Country Club, Prudential, Student, Hornor Townsend And Kent LLC, Erin Hills Golf Course, Michael Polan, Kevin Olson, Carmelo Barbaro, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Stanley Sroka, James Campbell, Thomas Rossi, David Milonas, and Edge Financial Advisors. Johnathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Johnathan is part of Edge Financial Advisors, LLC, which operates out of Wheaton, Illinois. The firm has 7 employees and manages assets totaling $379.3 million. Edge Financial Advisors, LLC serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Edge Financial Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edge Financial Advisors, LLC Brokerage Details
$379,263,936
7
821
$461,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Johnathan Irions Work History
Michael Polan
Edge Financial Advisors
Michael Polan
Kevin Olson
Carmelo Barbaro
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Stanley Sroka
James Campbell
Thomas Rossi
David Milonas
New York Life Insurance Company
J.P. Morgan Securities LLC
Jp Morgan Chase
New York Life Insurance
Lincoln Investment
Capital Analysts
Lincoln Investment
Penn Mutual Life Insurance Company
Massachusetts Mutual Life Insurance Co
Hornor Townsend And Kent LLC
The Prudential Insurance Company Of America
Prudential
Erin Hills Golf Course
Olympia Fields Country Club
Student
Disclosures
Please visit the SEC profile of Johnathan Irions to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edge Financial Advisors, LLC
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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