Des Peres, MO Des Peres Rd 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
1610 Des Peres Rd Suite 207
Des Peres MO 63131
Advisors at this office
4
Advisors at this office
Maureen F
Series 66
Des Peres, MO
Edward Jones
Maureen Fiudo is a Series 66-licensed financial advisor with Edward Jones in Des Peres, MO, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles within the Archdiocese of St Louis and has a decade of experience with Mary Kay Cosmetics. Outside of her advisory role, she leads music twice a month and plans the choir at Sacred Heart Catholic Church in Troy, MO. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
James H
Series 66
Des Peres, MO
Edward Jones
James Hietter is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Erin C
CFP®, Series 66
Des Peres, MO
Edward Jones
Erin Crawford is a CFP®-designated financial advisor with Edward Jones, based in Des Peres, MO, and has nine years of industry experience. Prior to joining Edward Jones in 2017, she worked with Alex Wulff/St Louis University Writing Services for one year. 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 and investment solutions supported by a large nationwide network of advisors and branch offices.
Mary S
CFP®, Series 66
Des Peres, MO
Edward Jones
Mary Sales is a Certified Financial Planner™ (CFP®) and holds a Series 66 license, with 19 years of industry experience. She has been with Edward Jones since 2008, working in their Des Peres, Missouri office. 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 through a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.
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