Houston, TX 1225 North Loop W Office

Team
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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

1225 North Loop W Suite 600

Houston TX 77008

Advisors at this office

5

Advisors at this office

Chrystian Q

Series 66

Houston, TX

Edward Jones

Chrystian Quinones is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BBVA-affiliated firms. He previously managed a landscaping business that has since been dissolved. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Charitable giving & philanthropy Family Business Business ownership considerations General retirement planning Multi-generational wealth transfer Founder/Business Owner Hispanic/Latino/Latinx Intergenerational Families

Eric S

CFP®, Series 66

Houston, TX

Edward Jones

Eric Simon is a CFP®-designated financial advisor with Edward Jones, based in Houston, TX, and has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on an Investment Policy Committee that oversees neighborhood project funding allocations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Divorce financial planning Liquidity event planning Business exit / sale strategy Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive

Andrea A

Series 66

Houston, TX

Edward Jones

Andrea Armstrong is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Armstrong worked at the University of Texas Southwestern Medical Center and the MD Anderson Cancer Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance General retirement planning Doctor or Medical Professional

Edward M

Series 66

Houston, TX

Edward Jones

Edward Mireles is a Series 66 licensed financial advisor with Edward Jones in Houston, TX, with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at GP De Silva Spices, Inc. and Merit Professional Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Military & Veterans
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Kevin B

Series 66

Houston, TX

Edward Jones

Kevin Baker is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he worked at Knights of Columbus and operated Optimize4U Consulting LLC. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

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