Houghton, MI Razorback Dr Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,152 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

912 Razorback Dr

Houghton MI 49931

Advisors at this office

6

Advisors at this office

John N

CFP®, Series 66

Houghton, MI

Edward Jones

John Nelson is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including three years at River Valley Bank prior to joining Edward Jones. Outside of his advisory role, he owns Greenstone Financial, an LLC created to acquire office space for relocating his branch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, operates under a fiduciary standard, and supports its advisory services with affiliated mutual funds, a trust company, and securities-based lending options.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner
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Anthony S

Series 66

Houghton, MI

Edward Jones

Anthony Schwenn is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Avant Tecno USA, Pettibone Traverse Lift, LLC, and ThermoAnalytics, Inc. Outside of his advisory role, he is involved as a virtual franchisee with The Juice Plus+ Company. Edward Jones is a full-service wealth management firm serving more than 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.

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

CFP®, Series 63, Series 65

Houghton, MI

Edward Jones

Christopher Riesgraf is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Riesgraf has been with Edward Jones since 2014 and previously worked at RBC Capital Markets. Outside of advising, he owns a real estate business, Greenstone Financial, LLC, based in Marquette, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and fiduciary advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

Series 66

Houghton, MI

Edward Jones

Jill Auger is a financial advisor at Edward Jones with 27 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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

Brent P

CFP®, Series 63, Series 66

Houghton, MI

Edward Jones

Brent Peterson is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2004. He is based in Houghton, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Peterson provides color commentary for Michigan Tech University hockey games on WMPL Radio and serves on advisory boards for local educational programs, including the Applied Portfolio Management Program and the Houghton Portage Township Schools Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Adam R

Series 66

Houghton, MI

Edward Jones

Adam Rajala is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his advisory career, he was employed at Houghton High School and Auto-Pro Glass and Tire. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies 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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