Clarion, PA E Main St 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
1062 E Main St
Clarion PA 16214
Advisors at this office
3
Advisors at this office
Zachary G
Series 66
Clarion, PA
Edward Jones
Zachary Garbarino is a financial advisor at Edward Jones in Clarion, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Stackhouse Mgmt/Jones Estates LLC and worked in retail and construction-related roles. He is co-owner of The Docktors LLC, a local business that installs and removes docks in the Clarion area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets and supported by a broad network of financial advisors and branch offices nationwide.
Jonathan W
CFP®, ChFC®, Series 66
Clarion, PA
Edward Jones
Jonathan Williams is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Clarion, PA. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he serves on the Finance/Audit Committee for Clarion Fire & Hose Co No 1. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.
Linda M
Series 66
Clarion, PA
Edward Jones
Linda Miller is a Series 66 licensed financial advisor with six years of experience at Edward Jones and two years at NT Concepts, totaling eight years in the industry. She currently works in Clarion, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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