Hillsboro, OR NE Campus Way Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 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

6554 NE Campus Way Suite 5

Hillsboro OR 97124-7454

Advisors at this office

3

Advisors at this office

Drew B

Series 66

Hillsboro, OR

Edward Jones

Drew Bedore is a Series 66-licensed financial advisor at Edward Jones in Hillsboro, OR, with two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Cease Fire, Dabella, Muckleshoot Casino, and Washington State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Sean H

CFP®, Series 66

Hillsboro, OR

Edward Jones

Sean Hillis is a CFP® professional affiliated with Edward Jones, with 14 years of industry experience. He has worked at Edward Jones in two periods, most recently since 2026, and has prior experience at Key Investment Services and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Divorce financial planning Attorney Doctor or Medical Professional Values-based investing Religious/faith focused

Karen B

Series 63

Hillsboro, OR

Edward Jones

Karen Bolin is a financial advisor with Edward Jones in Hillsboro, OR, holding a Series 63 designation and 28 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy General estate planning guidance Wealth management ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive Women's Finance Women Professionals
View complete list of advisors at this office
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