College Station, TX Midtown Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
1142 Midtown Dr
College Station TX 77845
Advisors at this office
4
Advisors at this office
Robert L
Series 66
College Station, TX
Edward Jones
Robert La Tourette is a financial advisor at Edward Jones in College Station, TX, holding a Series 66 designation. He joined Edward Jones in 2025 after seven years with College Station ISD and four years with Bryan ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory strategies and affiliated financial products through a large nationwide network of advisors and branch offices.
Jessica H
Series 66
College Station, TX
Edward Jones
Jessica Harman is a financial advisor with Edward Jones in College Station, TX, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Industry Bancshares from 2016 to 2019. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,700 financial advisors.
Joshua L
CFP®, ChFC®, Series 66
College Station, TX
Edward Jones
Joshua Landman is a financial advisor with Edward Jones in College Station, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he serves as president of 1142 Midtown Ventures, LLC, an entity related to managing office property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad offering that includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.
David S
Series 66
College Station, TX
Edward Jones
David Smith is a Series 66-licensed financial advisor with Edward Jones in College Station, TX, and has nine years of industry experience. He has been with Edward Jones since 2017 and previously worked there from 2001 to 2017. 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 managed solutions, separately managed accounts, and affiliated mutual funds, with a nationwide network of over 23,700 financial advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")