Colorado Springs, CO Delmonico Drive 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
6685 Delmonico Drive Suite A
Colorado Springs CO 80919-6802
Advisors at this office
4
Advisors at this office
Ryan P
Series 66
Colorado Springs, CO
Edward Jones
Ryan Plunkett is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he held a role at Financial Engines in 2018 and had intermittent retirement periods. Outside of his advisory work, he serves as an independent consultant providing cybersecurity and leadership training to local small businesses. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Anne C
Series 66
Colorado Springs, CO
Edward Jones
Anne Childs is a financial advisor at Edward Jones in Colorado Springs, CO, with five years of industry experience. She holds the Series 66 designation and has worked with Edward Jones since 2014, including a one-year period at Victor Lundeen Company. Outside of finance, she has experience working in retail and health services roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Aaron Z
CFP®, Series 63, Series 65
Colorado Springs, CO
Edward Jones
Aaron Zimmerman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Colorado Springs, CO, he is also a partner in a commercial real estate venture, RMDC Properties. 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 and investment solutions, supported by a large network of financial advisors and a variety of affiliated financial services.
Clayton W
CFP®, Series 66
Colorado Springs, CO
Edward Jones
Clayton Worthington is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Colorado Springs. Prior to joining Edward Jones in 2021, he was involved with USA Cycling and Progressive CrossFit, where he also offers part-time coaching and personal training. He serves on the board of directors for the Front Rangers Cycling Club, a local youth cycling organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, providing a range of advisory programs including discretionary and non-discretionary strategies. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.
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