Centennial, CO Piney Creek Square 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
Piney Creek Square, 15436 East Orchard Road
Centennial CO 80016
Advisors at this office
3
Advisors at this office
Madison W
CFP®, Series 66
Centennial, CO
Edward Jones
Madison Woodham is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, Madison held roles at Bank of America, Merrill, Charles Schwab, and other organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of advisors and branch offices and operates under a fiduciary standard.
Tammy N
Series 66, Series 63
Centennial, CO
Edward Jones
Tammy Nitzsche is a financial advisor at Edward Jones in Centennial, CO, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2012, with a brief tenure at Empower in 2017. 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 options supported by a large network of financial advisors and branch offices nationwide.
David C
Series 63, Series 66
Centennial, CO
Edward Jones
David Cooper is a financial advisor with Edward Jones in Centennial, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, Cooper is involved in fundraising with the St. Amelia Education Guild and works part-time running concession stands at various events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.
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