Fredericksburg, VA 1551 Emancipation Hwy Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,285

Across 14,124 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

1551 Emancipation Hwy, Suite 102

Fredericksburg VA 22401

Advisors at this office

6

Advisors at this office

Jacob B

CFP®, Series 66

Fredericksburg, VA

Edward Jones

Jacob Burke is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Public Partnerships from 2015 to 2017. He is based in Fredericksburg, VA. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Retirement income strategy Divorce financial planning Business ownership considerations Military & Veterans Government Employee Founder/Business Owner

August A

Series 66

Fredericksburg, VA

Edward Jones

August Adriani is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2024, he worked at Allstate, Coldwell Banker Elite, and Geico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies with a fiduciary standard and supports its services through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Inheritance planning Wealth management Business ownership considerations Founder/Business Owner
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Devin B

Series 66

Fredericksburg, VA

Edward Jones

Devin Bateman is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 designation. He has been with Edward Jones since 2026 and has previous experience in education and other roles dating back to 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches as well as affiliated services such as a trust company and securities-based lending.

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

Denise F

CFP®, Series 65, Series 63

Fredericksburg, VA

Edward Jones

Denise Frazer is a CFP®-certified financial advisor with 17 years of industry experience. She has worked at Edward Jones since 2024 and previously spent nine years with First Command Advisory Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Benjamin M

ChFC®, Series 63, Series 66

Fredericksburg, VA

Edward Jones

Benjamin Maxwell is a financial advisor with Edward Jones in Fredericksburg, VA, holding the ChFC® designation along with Series 63 and 66 licenses. He has 20 years of industry experience, including over two decades with Edward Jones since 2005. Outside of his advisory role, he is a passive owner of a cheer gym in Richmond, VA. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services supported by a nationwide network of financial advisors and branch offices.

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

Jessica D

Series 66

Fredericksburg, VA

Edward Jones

Jessica Donelson is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Truist Bank for eight years. She also works as an independent consultant for Rodan and Fields, selling skincare and haircare products. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Inheritance planning Government Employee
View complete list of advisors at this office
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