Grand Rapids, MI Monroe Ave NW Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 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

99 Monroe Ave NW Suite 200

Grand Rapids MI 49503

Advisors at this office

4

Advisors at this office

Steven O

Series 66

Grand Rapids, MI

Edward Jones

Steven Olejnik is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held a position at Nercon from 2016 to 2018. 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 affiliated products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner Intergenerational Families
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Naomi S

Series 66

Grand Rapids, MI

Edward Jones

Naomi Stirdivant is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and 14 years at Edward Jones. She has four years of industry experience. Naomi is also a brand partner for Young Living, an essential oils company, though she does not solicit business for this activity. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

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

Series 66

Grand Rapids, MI

Edward Jones

Abby Williams is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. She has previous experience at Plante Moran Financial Advisors and the University of Dayton. Outside of advising, she is involved with Dinks & Dingers, a local social club where she serves food and drinks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

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

CFP®, Series 63, Series 66

Grand Rapids, MI

Edward Jones

Rebecca Anderson is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones in Grand Rapids, MI since 2000. She holds Series 63 and Series 66 licenses and has additional involvement as Vice President of the Thornapple River Association, focusing on river beautification and environmental management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
View complete list of advisors at this office
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