Bay Village, OH 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
578 Dover Center Rd
Bay Village OH 44140
Advisors at this office
3
Advisors at this office
Ashley K
Series 66
Bay Village, OH
Edward Jones
Ashley Kahler is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. Her work history includes multiple roles at Edward Jones as well as positions at Citizen's Bank, Olson Investment Advisors, and First Allied Securities. Outside of finance, she is the owner of The Slipped Stitch 206, a business creating and shipping made-to-order crochet cat toys. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Edward T
Series 66
Bay Village, OH
Edward Jones
Edward Trela is a Series 66-credentialed financial advisor with Edward Jones, with three years of industry experience. Prior to joining Edward Jones, he worked for Alternate Solutions / Summa At Home for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Dana B
Series 66
Bay Village, OH
Edward Jones
Dana Banyasz is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds a Series 66 designation. Outside of his advisory role, Banyasz serves on the Board of Trustees for Padua Franciscan High School in Parma, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
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