Jonah
Beauduy

Advisors Asset Management, Inc

CRD#7992012
Investment Advisor
in Lisle, IL

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About this Advisor

Jonah Beauduy is a financial advisor based in Lisle, Illinois, working with Advisors Asset Management, Inc. Jonah has previously held positions at Advisors Asset Management, Inc, Private Reserve Wealth Management, Wisconsin Whitewater, Illinois State University, Superior Covid Testing, Inc, A Fireplace Store And More, Inc, and College Of Dupage. Jonah has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Jonah is part of Advisors Asset Management, Inc, which operates out of Lisle, Illinois. The firm has 8 offices and 274 employees. Advisors Asset Management, Inc manages assets totaling $2.0 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc is asset-based.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

4343 Commerce Court Suite 214
Lisle, IL 60532

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$1,958,198,460

IL Average: $2,349,664,866
Total Number of Employees

274

IL Average: 28
Total Number of Accounts

1,591

IL Average: 1,101
Average Account Size

$1,230,797

IL Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Jonah Beauduy Work History

2024 - Present (1 year)

Advisors Asset Management, Inc

2022 - Present (3 years)

A Fireplace Store And More, Inc

2021 - 2022 (1 year)

Superior Covid Testing, Inc

2017 - 2024 (7 years)

Private Reserve Wealth Management

2016 - 2017 (1 year)

College Of Dupage

2015 - 2015 (< 1 year)

Wisconsin Whitewater

2015 - 2022 (7 years)

Illinois State University

Disclosures

Please visit the SEC profile of Jonah Beauduy 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 Advisors Asset Management, Inc

Charles Sickles
Princeton, NJ
Larry Stone
Birmingham, AL
Michael Pucci
Melville, NY
Evan Harte
Lutz, FL
Sonja Reed
Monument, CO
Kylee O'Neil
Charlotte, NC
Rogelio Gonzalez
Boca Raton, FL

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