Coffeyville, KS 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
216 W 9th St
Coffeyville KS 67337
Advisors at this office
4
Advisors at this office
Baylor M
Series 66
Coffeyville, KS
Edward Jones
Baylor Melchiori is a financial advisor with Edward Jones in Coffeyville, KS, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in landscape management and was involved with the YMCA of Norman. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households and institutional investors. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.
Trevor W
Series 66
Coffeyville, KS
Edward Jones
Trevor Watson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at Salina Country Club and FedEx. 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Ashly M
Series 66
Coffeyville, KS
Edward Jones
Ashly Mc Daniel is a Series 66-licensed financial advisor with Edward Jones in Caney, Kansas, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she owns a business specializing in breastfeeding supplies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient management, and affiliated investment products.
Brian M
Series 66
Coffeyville, KS
Edward Jones
Brian Melchiori is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2011. He has 15 years of experience in the industry and is based in Coffeyville, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
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