Canton, GA Waleska Road 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
367 Waleska Road
Canton GA 30114
Advisors at this office
3
Advisors at this office
Michael H
Series 63, Series 65
Canton, GA
Edward Jones
Michael Harper is a financial advisor at Edward Jones with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, United Community Banks Inc., and Invest Financial Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.
Lester B
Series 66, Series 65
Canton, GA
Edward Jones
Lester Bourne Jr. is a financial advisor at Edward Jones in Canton, GA, holding Series 65 and Series 66 designations with four years of industry experience. He previously worked at Knights of Columbus Asset Advisors and Knights of Columbus Insurance, serving in both roles for a total of nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and offices nationwide.
Kellee L
Series 63
Canton, GA
Edward Jones
Kellee Lee is a financial advisor with Edward Jones in Canton, GA, holding a Series 63 designation and 24 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she works as an independent beauty consultant for Mary Kay, providing custom skin and cosmetic care along with skincare classes and makeup color analysis. 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 strategies supported by a nationwide network of financial advisors and branch offices.
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