Aberdeen, SD S Roosevelt St Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Edward Jones is a full‑service wealth management firm that serves more than four million individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension/profit‑sharing plans, corporate clients and charitable organizations. The firm operates an SEC‑registered advisory program (the Edward Jones Investment Advisory Program) and reported approximately $1.01 trillion in AUM, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

The firm offers both discretionary and non‑discretionary wrap fee strategies (Managed Solutions, Custom Managed Solutions, FA Managed and Client Directed), access to separately managed accounts (SMAs), and affiliated mutual funds and a proprietary money market fund managed by an affiliate. Edward Jones provides overlay and tax‑efficient services (including a tax‑loss harvesting offering), pilots a Multi‑Year Transition Service and an Alternative Investments pilot for Custom Managed Solutions, and operates under a fiduciary standard when providing its advisory services.

Compared with many peers in the institutional category, Edward Jones is notable for its very large retail advisor and branch footprint and for maintaining affiliated capabilities beyond advisory services — including a trust company, affiliated mutual funds available primarily in its advisory programs, and a securities‑based lending option. The firm also recently updated its practices to vote client proxies for all strategies and highlights several program‑specific features and limitations (for example, eligibility rules for certain affiliated funds, SMA implementations and pilots) that clients should review in the firm’s regulatory brochure.

Based on Edward Jones

Expertise

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

631 S Roosevelt St Ste B

Aberdeen SD 57401

Advisors at this office

4

Advisors at this office

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Jennifer J

Series 66

Aberdeen, SD

Edward Jones

Jennifer Jones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of South Dakota from 2001 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, and it operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William E

Series 63

Aberdeen, SD

Edward Jones

William Edwards is a financial advisor at Edward Jones with 45 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1980. Outside of his advisory role, he serves as a director of the Edwards Family Foundation and is involved in managing agricultural operations and family farmland in South Dakota and North Dakota. He is also connected to a streaming platform and investments in film production through family-related entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions with a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kylie V

Series 66

Aberdeen, SD

Edward Jones

Kylie Vogel is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Northwestern Mutual and has experience assisting children with disabilities through a care provider role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kelly H

CFP®, ChFC®, Series 63, Series 66

Aberdeen, SD

Edward Jones

Kelly Haskell is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Aberdeen, SD, Haskell is also involved as a trustee and partner in family estate plan entities and is a member of Guntrack LLC, an aircraft leasing business. Additionally, Haskell serves on the Investment Policy Committee for the Northern State University Foundation. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Business ownership considerations Business succession planning Family Business Charitable giving & philanthropy Founder/Business Owner Values-based investing Religious/faith focused Intergenerational Families
View complete list of advisors at this office
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