Huntsville, AL Regal Dr 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

810 Regal Dr

Huntsville AL 35801

Advisors at this office

6

Advisors at this office

James F

CFP®, Series 63, Series 66

Huntsville, AL

Edward Jones

James Falcon is a CFP®-certified financial advisor with Edward Jones in Huntsville, AL, where he has worked since 2005, totaling 21 years of industry experience. He serves as president and treasurer of the Spring City Triathletes, managing membership and activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Government Employee
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Ethan S

Series 66

Huntsville, AL

Edward Jones

Ethan Salyer is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Union Bank of Switzerland and Alliance Bernstein. Outside of finance, he has been involved in entrepreneurial ventures including cabinetry businesses and a lawn mowing service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Aron M

Series 66

Huntsville, AL

Edward Jones

Aron Matsuyama is a financial advisor at Edward Jones in Huntsville, Alabama, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at MOBIS Alabama - Georgia for one year. Outside of his advisory role, Matsuyama is the owner and franchisee of a fitness and wellness studio called HotWorx in Huntsville. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,000 financial advisors.

Liquidity event planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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Norman W

Series 66

Huntsville, AL

Edward Jones

Norman Webb Jr. is a financial advisor at Edward Jones in Huntsville, Alabama, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he serves as a minister at Elkton Church of Christ, where he speaks, teaches classes, and visits church members. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

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

Series 66

Huntsville, AL

Edward Jones

Abigail Matsuyama is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Cardinal Group Management and Campus Advantage. She is also a part owner of MMG Wellness, a fitness studio operated with her husband. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary solutions, with services operated under a fiduciary standard.

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

Kevin H

CFP®, ChFC®, Series 63, Series 65

Huntsville, AL

Edward Jones

Kevin Harrington is a financial advisor with Edward Jones in Huntsville, AL, holding a CFP® designation along with Series 63 and Series 65 licenses. He has three years of industry experience and began his career at Edward Jones in 2022. Prior to his financial services role, he served as a part-time minister and preacher at Marion Street Church of Christ for eight years and is the author of a book published by Truth Publications. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and emphasizes fiduciary standards and a variety of tax-efficient and alternative investment strategies.

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