Brooklyn, NY 5th Ave 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
456 5th Ave Suite 202
Brooklyn NY 11215-0000
Advisors at this office
4
Advisors at this office
Logan Y
Series 66
Brooklyn, NY
Edward Jones
Logan Youngblood is a financial advisor with Edward Jones in Brooklyn, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Raven Nest Golf Course and taught at Sam Houston State University and Livingston High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.
Morgan P
Series 66
Brooklyn, NY
Edward Jones
Morgan Parker is a financial advisor at Edward Jones in Brooklyn, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Parker worked at Fordham University and held various roles including student and homemaking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
David B
Series 66
Brooklyn, NY
Edward Jones
David Baum is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates through a nationwide network of more than 23,700 financial advisors.
Roman E
Series 63, Series 66
Brooklyn, NY
Edward Jones
Roman Eppel is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup, New York Life/Eagle Strategies LLC, and TD Bank NA. Based in Brooklyn, NY, Eppel joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branches.
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