Clyde, OH 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
137 W Buckeye St
Clyde OH 43410-1988
Advisors at this office
4
Advisors at this office
Aaron W
Series 66
Clyde, OH
Edward Jones
Aaron Wilson is a Series 66 licensed financial advisor with Edward Jones in Clyde, Ohio, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Wilson serves as a board member for Bellevue Hospital in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
Sarah H
CFP®, Series 66
Clyde, OH
Edward Jones
Sarah Hunker is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2018. She has prior experience in education and agriculture-related roles and is involved in several agricultural activities, including serving as the board president of the Sandusky County Farm Bureau and participating in family-owned livestock auction and cattle operations. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm provides a range of investment strategies and affiliated services, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.
Michael N
Series 63
Clyde, OH
Edward Jones
Michael Neill is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Outside of his advisory work, he manages and operates Neill Show Cattle LLC, a cattle and dog farm in Bellevue, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.
Derek G
Series 66
Clyde, OH
Edward Jones
Derek Gray is a financial advisor with Edward Jones in Clyde, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in public service roles with the cities of Fremont and Clyde, and has experience in real estate and education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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