Columbia, SC Parklane Rd 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

7909 Parklane Rd Ste 150

Columbia SC 29223

Advisors at this office

5

Advisors at this office

Amy C

CFP®, Series 66

Columbia, SC

Edward Jones

Amy Cain is a financial advisor at Edward Jones in Columbia, SC, holding a CFP® designation and a Series 66 license with four years of industry experience. She previously worked at Truist Investment Services and Truist Bank, as well as LPL Financial, LLC. Outside of her advisory role, she is a partner in a family farm in Sumter, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Robert H

Series 63, Series 66

Columbia, SC

Edward Jones

Robert Hewitt II is a financial advisor with Edward Jones in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at MWA Financial Services Inc and Modern Woodmen of America. He serves as Vice President of the Lambda Chi Alpha Alumni Corporation board, involved in managing and maintaining a fraternity house. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Columbia, SC

Edward Jones

Gabriel Glover is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation. He has prior experience at Arthur State Bank and Elliott Davis, and has worked in academic roles at Clemson University and Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and affiliated mutual funds.

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

Series 63, Series 66

Columbia, SC

Edward Jones

Frederick Sellers is a financial advisor with Edward Jones in Columbia, SC, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

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

Series 66

Columbia, SC

Edward Jones

John Martin is a financial advisor at Edward Jones in Columbia, SC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at The Windermere Club from 2015 to 2017. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

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