Blackfoot, ID Teeples Drive 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

2403 Teeples Drive

Blackfoot ID 83221

Advisors at this office

5

Advisors at this office

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Darrell C

Series 66

Blackfoot, ID

Edward Jones

Darrell Call is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years with Bully Dog/Derivesystems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary mutual funds through a nationwide network of financial advisors and branch offices.

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

Trey A

Series 66

Blackfoot, ID

Edward Jones

Trey Albertson is a financial advisor at Edward Jones in Blackfoot, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Northwestern Mutual and Timepiece Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Passive / index investing Wealth management Founder/Business Owner Young Professionals HENRY (High Earners, Not Rich Yet)

Nathan A

Series 66

Blackfoot, ID

Edward Jones

Nathan Anderson is a financial advisor with Edward Jones in Blackfoot, Idaho, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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 through a wide network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Michael A

Series 66

Blackfoot, ID

Edward Jones

Michael Anderson is a financial advisor at Edward Jones in Blackfoot, Idaho, holding a Series 66 designation with one year of industry experience. His prior work includes roles in the pharmacy and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Retired Founder/Business Owner Executive

Michael A

CFP®, Series 63

Blackfoot, ID

Edward Jones

Michael Anderson is a CFP® with 24 years of industry experience and has been with Edward Jones in Blackfoot, ID since 2001. He serves as Vice President of the Snake River Classic Golf Tournament, an annual event that manages tournament funds and sponsorships. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
View complete list of advisors at this office
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