Harrisonburg, VA C Court Square 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
41 C Court Square
Harrisonburg VA 22801
Advisors at this office
3
Advisors at this office
Joshua L
CFP®, Series 66
Harrisonburg, VA
Edward Jones
Joshua Lowe is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2015 and has 10 years of industry experience. He is based in Harrisonburg, VA. Outside of his advisory role, he co-owns and manages residential properties through separate business entities. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Katherine B
CFP®, Series 66
Harrisonburg, VA
Edward Jones
Katherine Bray is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Edward Jones since 2024 and previously held positions at F&M Financial Services and Wharton Aldhizer & Weaver, PLC. Before her financial career, she was involved in the food service industry at Cinnamon Bear Bakery & Deli for six years. 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 and provides a range of advisory services through a nationwide network of financial advisors and branch offices.
Jason M
Series 66
Harrisonburg, VA
Edward Jones
Jason May is a financial advisor with Edward Jones in Harrisonburg, VA, holding a Series 66 designation and 22 years of industry experience. He previously worked at United Brokerage Services, Inc. for nine years and Mass Mutual Investors Services for two years. Outside of his advisory role, May serves as Deputy Town Manager for the Town of Mt. Crawford and is a member of its Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
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