Denver, CO Sherman 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
1905 Sherman St Suite 825
Denver CO 80203-1140
Advisors at this office
3
Advisors at this office
Max F
CFP®, Series 66
Denver, CO
Edward Jones
Max Fletcher is a financial advisor at Edward Jones in Denver, CO, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a large network of advisors and branch offices.
Christina J
Series 66
Denver, CO
Edward Jones
Christina Jordan is a financial advisor at Edward Jones in Denver, CO, with one year of industry experience. She holds the Series 66 designation and previously worked at Paychex Inc, Pie Insurance, and 24 Hour Fitness USA, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Aubrey H
Series 66
Denver, CO
Edward Jones
Aubrey Jones is a financial advisor at Edward Jones with a Series 66 credential and no prior industry experience. Before joining Edward Jones, Jones worked as a volleyball coach at Rise Volleyball Club and held various roles including positions with the Colorado State Public Defender and Colorado Mesa University. Jones’s outside activities include coaching volleyball in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services and investment options supported by a nationwide network of approximately 23,701 financial advisors.
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