Corpus Christi, TX S Staples St 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
5350 S Staples St Suite 324
Corpus Christi TX 78411
Advisors at this office
3
Advisors at this office
Alan K
Series 63, Series 66
Corpus Christi, TX
Edward Jones
Alan Krockover is a financial advisor with Edward Jones in Corpus Christi, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience, all with Edward Jones since 2000. He serves as a trustee for the Corpus Christi Area Council for the Deaf and is a pro card holder in USA Powerlifting. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with a range of advisory programs and affiliated financial services.
Karoline K
Series 66
Corpus Christi, TX
Edward Jones
Karoline Krockover is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, RippleMatch, Landmark Properties, Capstone Communities, and served in roles connected to the University of Texas - Austin and Veterans Memorial High School. 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 and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.
Alexander G
Series 66
Corpus Christi, TX
Edward Jones
Alexander Gordon is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to his advisory role, he held positions at Buildxact, Group Management Services, Trace, Oracle, and had academic roles at The University of Texas at Austin, Saint Edward's University, and The Emery/Weiner School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive retail advisor network, branch footprint, and affiliated financial services beyond traditional advisory offerings.
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