Austin, TX S Mopac Expy Office

Team
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 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

1501 S Mopac Expy #310

Austin TX 78746-7541

Advisors at this office

9

Advisors at this office

Robert E

Series 66

Austin, TX

Edward Jones

Robert Evans is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Edward Jones since 2013, including a prior three-year period, and spent five years at BBVA subsidiaries from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive

Alexandra S

CFP®, Series 66

Austin, TX

Edward Jones

Alexandra Smith is a CFP®-credentialed financial advisor with six years of industry experience, currently practicing at Edward Jones in Austin, TX. Prior to joining Edward Jones, she held various roles in retail and styling sectors, including a position as a junior personal stylist managing virtual clients at Forever Styled. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and integrated capabilities beyond traditional advisory services.

Liquidity event planning Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Women Professionals

Jonathan B

Series 63, Series 66

Austin, TX

Edward Jones

Jonathan Bryan is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Liquidity event planning Military & Veterans Founder/Business Owner Financial Professional LGBTQIA

Secia Z

Series 66

Austin, TX

Edward Jones

Secia Zappitielli is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in life coaching and graphic design through her own businesses, Secia Zapp Coaching and Zapp Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

Divorce financial planning Business ownership considerations Founder/Business Owner Women Professionals

Brandon S

Series 66

Austin, TX

Edward Jones

Brandon Sims is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a part-owner of a rental property in Odessa, TX. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and investment options, supported by a large nationwide network of advisors and branch offices.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Startup equity planning Retirement withdrawal strategies ESG / Sustainable investing Founder/Business Owner
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Patrick W

Series 66

Austin, TX

Edward Jones

Patrick Woodman is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has 13 years of industry experience, including 14 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range 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

Jon A

CFP®, Series 63, Series 66

Austin, TX

Edward Jones

Jon Albright is a financial advisor with Edward Jones in Austin, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including one year at Merrill and ten years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.

Charitable giving tax strategies Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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Delaney H

Series 66

Austin, TX

Edward Jones

Delaney Harbuck is a financial advisor at Edward Jones in Austin, TX, with three years of industry experience. Prior to joining Edward Jones, Harbuck worked for Sight & Sound Films and the Texas A&M Forest Service. Outside of finance, Harbuck occasionally engages in freelance photography and art projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

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

Galan P

CFP®, Series 66

Austin, TX

Edward Jones

Galan Pirkle is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent ten years at Comerica Bank. He is based in Austin, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Executive
View complete list of advisors at this office
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