Cookeville, TN 1420 Neal Street Office

Team
Updated today
Edward Jones logo

Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,152 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

1420 Neal Street Ste 101

Cookeville TN 38501

Advisors at this office

7

Advisors at this office

user avatar

Nathaniel M

Series 63, Series 66

Cookeville, TN

Edward Jones

Nathaniel Manley is a financial advisor with Edward Jones in Cookeville, TN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience since joining Edward D. Jones & Co., L.P. in 1988. He serves as a trustee managing family trusts related to property in Boone and Banner Elk, North Carolina, co-owning and overseeing care of his mother's former house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

William M

Series 63, Series 65

Cookeville, TN

Edward Jones

William Miller is a financial advisor at Edward Jones in Cookeville, TN, holding Series 63 and Series 65 licenses with one year of industry experience. His work history includes roles at Stifel, Florida Financial Advisors, Twisted Oaks, and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

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

Harrison D

Series 66

Cookeville, TN

Edward Jones

Harrison Davis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cumberland University and Wilson Bank & Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Timothy C

Series 66

Cookeville, TN

Edward Jones

Timothy Conner is a Series 66-licensed financial advisor with Edward Jones in Cookeville, TN, and has two years of industry experience. Prior to joining Edward Jones, he worked at Beltone for seven years and was associated with The River Community Church for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the country.

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

Rachel S

Series 66

Cookeville, TN

Edward Jones

Rachel Steidl is a financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2017 and previously at Cameron Felty State Farm. She holds a Series 66 designation. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Early retirement planning Planning for children with special needs Founder/Business Owner

Bradley D

CFP®, Series 66

Cookeville, TN

Edward Jones

Bradley Davis is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Cookeville, TN. He has 19 years of industry experience and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business succession planning Founder/Business Owner
user avatar

David H

Series 63

Cookeville, TN

Edward Jones

David Hatcher is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Stifel Nicolaus & Co Inc, Compass Advisory Partners, and FSC Securities Corporation. Outside of his advisory role, he manages a small farm called LollyBop Farm in Cookeville, TN, where he raises sheep. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and providing specialized services such as tax-efficient strategies and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning Attorney Doctor or Medical Professional
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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")