Greenfield, MA Mohawk Trail Office
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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
21 Mohawk Trail Suite 9
Greenfield MA 01301
Advisors at this office
3
Advisors at this office
Nathaniel H
Series 66
Greenfield, MA
Edward Jones
Nathaniel Hussey is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Brattleboro Development Credit Corporation, Second Wind Consultants, and Greenfield Public Schools. Outside of his advisory work, he serves as Chief Systems Officer and principal of Neatline Consulting, a spatial and data analysis company based in Greenfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.
Gordon C
Series 66
Greenfield, MA
Edward Jones
Gordon Christiansen is a financial advisor at Edward Jones in Greenfield, MA, holding a Series 66 designation with 16 years of industry experience, all of which has been at Edward Jones since 2010. 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 strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jameson B
Series 66
Greenfield, MA
Edward Jones
Jameson Burns is a financial advisor with Edward Jones in Greenfield, MA, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at IBM from 2017 to 2022. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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