Albuquerque, NM Palomas Ave NE Office
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Edward Jones
Institution
Firm-wide stats for Edward Jones
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
Based on Edward Jones
Location
8300 Palomas Ave NE Ste F
Albuquerque NM 87109
Advisors at this office
4
Advisors at this office
Howard P
Series 66
Albuquerque, NM
Edward Jones
Howard Pope is a financial advisor at Edward Jones with a Series 66 credential. He has one year of experience at Edward Jones and a diverse background that includes roles in tree care services and local business ventures. Outside of his advisory work, he is involved with NM XMAS Lights and Crafted Tree Care Services. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Nathan W
Series 66
Albuquerque, NM
Edward Jones
Nathan White is a Series 66-registered financial advisor with Edward Jones in Albuquerque, NM. He has three years of industry experience, including time at Edward Jones and prior roles in logistics and supply chain sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.
Michael W
Series 63, Series 66
Albuquerque, NM
Edward Jones
Michael White is a financial advisor at Edward Jones in Albuquerque, NM, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing a rental property operated as a VRBO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branches.
Alexandra C
Series 66
Albuquerque, NM
Edward Jones
Alexandra Chase is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Sunset Mesa School for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated proprietary products, supported by a nationwide network of more than 23,000 financial advisors.
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