Lance Clemens

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

• 08/2016 → 03/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2016 → 03/2017
  Northwestern Mutual Investment Services Llc
  Naperville, IL
• 04/2017 → Present
  Edward Jones
  Saint Louis, MO

Other Businesses

Veteran's Golf Association Type of business: Non Profit Pinehurst, IL Start date: 8/3/2022 IL Director Hours per week: 5 Hours during trading: 5 State Director is responsible to oversee 20 Veteran golf events Veteran's Golf Association Type of business: Non Profit Pinehurst, IL Start date: 1/1/2026 IL Assistant Director Hours per week: 2 Hours during trading: 0 State Director is responsible to oversee 20 Veteran golf events in IL with a team of four assistants between August 1 and July 31. The VGA is dedicated to enriching the lives of Veterans and their families through the comaraderie and sportsmanship of golf. Wheaton College Type of business: College Wheaton, IL Start date: 8/3/2026 Executive-in-Residence Hours per week: 8 Hours during trading: 4 One-year, renewable, non-tenure-track appointment. Six-hour teaching load plus two hours of CFP administrative responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-17
• S63 Uniform Securities Agent State Law Examination
  2000-01-19

Designations

• Certified Financial Planner

Other Names

• Lance Matthew Clemens
• Lance Clemens