Brownwood, TX Main Street 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
500 Main Street
Brownwood TX 76801
Advisors at this office
3
Advisors at this office
Will K
ChFC®, Series 66
Brownwood, TX
Edward Jones
Will Kothmann is a financial advisor at Edward Jones with the designations of ChFC® and Series 66 and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eight years at NBC Inventory, Inc. Outside of his advisory role, he is associated with a family ranch entity, Don and Ellen Kothmann Ranch, LLC, established as a homestead for estate purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and organizations. The firm provides a variety of advisory programs and investment strategies supported by a large network of financial advisors and offices nationwide.
Edward R
CFP®, Series 63, Series 66
Brownwood, TX
Edward Jones
Edward Reagan is a CFP®-certified financial advisor with Edward Jones, based in Brownwood, TX. He has 26 years of industry experience, having worked with Edward D. Jones & Co., L.P. since 1999. Reagan serves as a deacon of finance and an elder at Austin Ave Church of Christ, where he assists with budgeting and payroll tax responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Mc Lane M
Series 66
Brownwood, TX
Edward Jones
Mc Lane Moore is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2022, Moore held positions at Good Funding, Mutual Securities, and several other firms. He serves as an alternate member of the City of Brownwood Zoning Board of Adjustments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
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