Grandbury, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Grandbury TX
Advisors at this office
6
Advisors at this office
Paige P
Series 66
Granbury, TX
Edward Jones
Paige Pratt is a Series 66-licensed financial advisor with Edward Jones, having four years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in education and real estate. Pratt is also a member of Old Vicksburg Cotton Exchange, LLC, which manages rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.
Aaron H
Series 66
Granbury, TX
Edward Jones
Aaron Hecker is a Series 66-registered financial advisor with Edward Jones in Granbury, TX, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Troy Y
Series 63, Series 66
Granbury, TX
Edward Jones
Troy York is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branches.
Jill S
Series 66
Granbury, TX
Edward Jones
Jill Shaw is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 under management and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Garrett G
CFP®, Series 63, Series 66
Granbury, TX
Edward Jones
Garrett Grove is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. His prior experience includes roles at The Vanguard Group, Charles Schwab, TD Ameritrade, and Merrill Lynch. Outside of his advisory work, he has participated as a rideshare driver for Uber Technologies. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.
Wayne P
Series 63, Series 66
Granbury, TX
Edward Jones
Wayne Pratt is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors nationwide.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)