Fargo, ND 38th St 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

4809 38th St S Suite 102

Fargo ND 58104

Advisors at this office

6

Advisors at this office

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Kristen L

Series 66

Fargo, ND

Edward Jones

Kristen Larson is a financial advisor at Edward Jones with 12 years of industry experience. She previously worked at Bank of America/Merrill Lynch for 12 years before joining Edward Jones. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

April L

Series 63, Series 65

Fargo, ND

Edward Jones

April Leitch is a financial advisor with Edward Jones in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She spent 20 years at Bank of America (Merrill Lynch) before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive

Paul Z

Series 63

Fargo, ND

Edward Jones

Paul Zenker is a financial advisor with Edward Jones in Fargo, ND, holding a Series 63 license and 21 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Zenker owns a ranch and serves as a board member reviewing budgets and spending reports for the Lutheran Church of the Cross in West Fargo. 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, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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Christopher G

Series 66

Fargo, ND

Edward Jones

Christopher Gross is a financial advisor with Edward Jones based in Fargo, ND, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he was involved in family-owned construction and concrete businesses, serving in management roles for over a decade. Outside of his advisory work, he is active in several family enterprises related to construction and equipment rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shanna B

Series 66

Fargo, ND

Edward Jones

Shanna Bergh is a financial advisor with Edward Jones in Fargo, ND, holding a Series 66 credential and 12 years of experience at the firm. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Taylor P

Series 63, Series 66

Fargo, ND

Edward Jones

Taylor Pinks is a financial advisor at Edward Jones in Fargo, ND, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Edward Jones in 2023, Taylor worked at U.S. Bank from 2019 to 2023 and has held various roles including positions at Snortums Landscape & Design and Space Aliens Grill & Bar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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