Adam Elroy

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → Present
  Bourbonnais Elementary School District #53
  Bourbonnais, IL

Other Businesses

Community Foundation of Kankakee County Type: Date: 06/03/24 Title: Member of Investment Committee Trad Hrs: 0 Tot Hrs: 0 Desc: At quarterly meeting, discuss investment portfolio of Foundation and any potential changes to that portfolio City-State: Kankakee IL United Way of Kankakee and Iroqouis Counties Kankakee, IL Start date: 1/1/2024 Board member; Finance Committe Hours per week: 0 Hours during trading: 0 Advise Executive Director with executing goals of organization as well as financial management/oversight

Exams

• S66 Uniform Combined State Law Examination
  2021-08-27