Jeannine Edmonds, financial advisor Chicago IL

Jeannine Edmonds

CRD Number: 2054276
Current Firm: Iht Wealth Management LLC

Jeannine Edmonds (CRD# 2054276) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 19 years of experience in the finance industry. Jeannine Edmonds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Iht Wealth Management, LLC Overland Park, KS Oct 2017 - Current 6
Nvision Wealth Group, Llc (formerly: Shadowstone Partners) Overland Park, KS Jul 2014 - Current 9
Lpl Financial, LLC Overland Park, KS Jul 2013 - Current 10
Independent Financial Partners Overland Park, KS Jul 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Jeannine T. Edmonds
Phone Number: 855-295-2828
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    4,374
    MILLIONS
  • Total Number of Accounts
    18,644
    ACCOUNTS
  • Average Account Value
    $234,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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