Greenville, SC 880 S Pleasantburg Dr Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,285

Across 14,134 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

880 S Pleasantburg Dr Suite 1 A

Greenville SC 29607

Advisors at this office

8

Advisors at this office

Dustin O

Series 66

Greenville, SC

Edward Jones

Dustin Owens is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Verizon Wireless, Verizon Connect, and Spectrum (Charter Communications). Outside of his advisory role, Owens coordinates the rental of a property in Woodruff, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Early retirement planning Founder/Business Owner
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Christopher H

ChFC®, Series 66

Greenville, SC

Edward Jones

Christopher Hall is a financial advisor with Edward Jones in Greenville, SC, holding a ChFC® designation and a Series 66 license. He has nine years of industry experience, including four years at Toyota of Easley prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide 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
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Samuel W

ChFC®, Series 66

Greenville, SC

Edward Jones

Samuel Woods is a financial advisor at Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2014. Woods serves on the Audit and Finance Committee of the Poinsett Club in Greenville, providing guidance on budgeting and financial expenditures. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by 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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William L

Series 66

Greenville, SC

Edward Jones

William Lynn is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Farm Bureau Insurance, Synergi Partners, and Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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

Corey P

ChFC®, Series 66

Greenville, SC

Edward Jones

Corey Phillips is a financial advisor with Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Phillips also serves as an adjunct professor teaching finance at Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Retired Founder/Business Owner Executive
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Susanna D

Series 66

Greenville, SC

Edward Jones

Susanna Dorminy is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation. She has experience with Edward Jones beginning in 2020 and has also worked in photography and legal fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Dianna P

Series 66

Greenville, SC

Edward Jones

Dianna Puskas is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. She worked at Edward Jones from 2015 to 2025 and currently serves as an advisor since 2025. Outside of finance, she has worked part-time as a cashier and hostess at Dellaventura's Pizzeria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

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

Jacob D

ChFC®, Series 66

Greenville, SC

Edward Jones

Jacob Dunn is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he served five years in the US Army. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy Family Business Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Doctor or Medical Professional
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