Albany, OR Calapooia St SW Office

Team
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,140

Across 14,132 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

150 Calapooia St SW Suite C

Albany OR 97321

Advisors at this office

5

Advisors at this office

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Sheri H

Series 66

Albany, OR

Edward Jones

Sheri Hall is a Series 66-licensed financial advisor with Edward Jones in Albany, OR, and has 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Bari R

Series 66

Albany, OR

Edward Jones

Bari Rogers is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she manages a rental property business involving basic repair and tenant management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors and 15,000 branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Brianna N

Series 63, Series 65

Albany, OR

Edward Jones

Brianna Norlander is a financial advisor at Edward Jones with credentials including Series 63 and Series 65. She has experience in the financial industry dating back to 2013, having worked at Umpqua Bank for ten years before joining Edward Jones in 2024. Her prior roles also include positions at Freedom Mortgage, Guild Mortgage, and People's Bank of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, 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

Christopher S

Series 65, Series 63

Albany, OR

Edward Jones

Christopher Scariano is a financial advisor with Edward Jones in Albany, Oregon, holding Series 65 and Series 63 licenses and having 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, Scariano is involved in agriculture as a member of Scenic Wood LLC, where he manages vineyard acreage and leases farmland. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Founder/Business Owner

Adam N

Series 66

Albany, OR

Edward Jones

Adam Nielsen is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education and community roles, including positions at Santiam Christian Schools and First Baptist Church of Eugene. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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