Guthrie, OK E Cleveland Ave 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
309 E Cleveland Ave
Guthrie OK 73044
Advisors at this office
3
Advisors at this office
Brandy P
Series 66
Guthrie, OK
Edward Jones
Brandy Pearce is a Series 66-licensed financial advisor with Edward Jones in Guthrie, OK, and has 21 years of industry experience. She previously worked for United Planners Financial Services and IDS Life Insurance Company. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.
Brian J
Series 63, Series 65
Guthrie, OK
Edward Jones
Brian Jenkins is a financial advisor with Edward Jones in Guthrie, Oklahoma, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns Jenkins Investment Assets, a property management business in Sand Springs, Oklahoma. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Jessica R
Series 66
Guthrie, OK
Edward Jones
Jessica Riggin is a financial advisor at Edward Jones in Guthrie, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Legacy Senior Living as a consultant dietitian and spent 15 years with the Oklahoma State University Extension Service. In addition to her advisory role, she has experience reviewing menus and training employees on food safety in assisted living settings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
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