Fargo, ND 33rd Ave S Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 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

4609 33rd Ave S Suite 200

Fargo ND 58104

Advisors at this office

6

Advisors at this office

Lance I

Series 66

Fargo, ND

Edward Jones

Lance Ihry is a financial advisor with Edward Jones in Fargo, ND, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a partner in a dock and lift services business in Detroit Lakes, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Multi-generational wealth transfer Active portfolio management Founder/Business Owner Intergenerational Families

Earl J

Series 63, Series 66

Fargo, ND

Edward Jones

Earl Jarolimek is a financial advisor with Edward Jones in Fargo, ND, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Bancwest Investment Services, Inc. and Bank of the West. 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 and a nationwide network of approximately 23,701 advisors. 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 income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Bryce I

CFP®, Series 66

Fargo, ND

Edward Jones

Bryce Irsfeld is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Fargo, ND. His prior experience includes roles at Scheels and COUNTRY Financial, as well as positions in education and community services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Founder/Business Owner

Hunter J

Series 63, Series 66

Fargo, ND

Edward Jones

Hunter Jarolimek is a financial advisor at Edward Jones with five years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he spent two years employed at Wildflower Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and maintaining a large national network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Financial Professional

John N

ChFC®, Series 66

Fargo, ND

Edward Jones

John Nyquist is a financial advisor at Edward Jones in Fargo, ND, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2014. 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 supported by a nationwide network of financial advisors and branch offices.

Exec comp design Startup equity planning Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner

Scott A

Series 66

Fargo, ND

Edward Jones

Scott Anderson is a Series 66 licensed financial advisor with Edward Jones in Fargo, ND, bringing two years of industry experience. Prior to joining Edward Jones, he worked at Nodak Insurance Company and held roles in insurance and retail sectors. Anderson is also the CEO and owner of S&S Water Products LLC, a product sales company he has managed since 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and services under a fiduciary standard, supported by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Multi-generational wealth transfer General retirement planning Military & Veterans
View complete list of advisors at this office
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