Columbia, SC Main St Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

1201 Main St Suite 1460

Columbia SC 29201-3200

Advisors at this office

5

Advisors at this office

Crystal M

CFP®, Series 66

Columbia, SC

Edward Jones

Crystal Masincupp is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Columbia, SC since 2022. Her prior work includes roles at doTERRA International and the Dental Team of Sumter. Outside of her advisory work, she volunteers as a substitute teacher at Ben Lippen School, serves as Website Chair for the Junior League of Columbia, and holds the position of Vice Chair for Moms for Liberty in Blythewood, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Business ownership considerations Inheritance planning Wealth management Educators, Teachers, and Academics Founder/Business Owner Women Professionals
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Marius D

Series 66

Columbia, SC

Edward Jones

Marius De Villiers is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked at Country Financial and Higher Capital LLC, and he has over two decades of experience at DeCaan Administrators Pty Ltd. He is an adjunct professor teaching International Business courses online and mentors doctoral students at Columbia International University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jeremy S

Series 66

Columbia, SC

Edward Jones

Jeremy Setzer is a financial advisor with Edward Jones in Columbia, SC, holding the Series 66 designation. He joined Edward Jones in 2026 after a 26-year career at Advance Auto Parts. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner

Jonathan M

Series 66

Columbia, SC

Edward Jones

Jonathan Mauffray is a Series 66-registered financial advisor with Edward Jones in Columbia, South Carolina, where he has worked since 2010. He has 15 years of industry experience. Outside of his financial advisory role, he works as an independent contractor officiating high school and college football games in the region. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Eugene Z

Series 66

Columbia, SC

Edward Jones

Eugene Zeigler is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at BB&T Investment Services, Inc. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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