Durant, OK West Highway 70 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
4015 West Highway 70
Durant OK 74701
Advisors at this office
3
Advisors at this office
Wyatt D
Series 66
Durant, OK
Edward Jones
Wyatt Daniel is a financial advisor at Edward Jones in Durant, OK, with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Ameristate Bank and Bailey and Associates, and has experience as a business owner in carpet cleaning. Outside of advising, he is involved in real estate investing through several partnerships focused on rental properties and home building ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.
Ryan R
Series 66
Durant, OK
Edward Jones
Ryan Richardson is a financial advisor with Edward Jones in Durant, Oklahoma, holding a Series 66 credential and having 13 years of industry experience. He has been with Edward Jones since 2013. Outside of finance, he is a self-employed rancher producing beef cattle in Caney, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment products supported by a large network of financial advisors and branch offices nationwide.
Connor B
Series 66
Durant, OK
Edward Jones
Connor Brinkley 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 with the Choctaw Nation of Oklahoma and National Livestock Credit Corp. He is involved in the livestock industry through his role in Southern Oklahoma Livestock Auction, LLC, where he hauls cattle to the sale barn. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.
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