Huxley, IA Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,151 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

108 N Highway 69 Suite 3

Huxley IA 50124

Advisors at this office

6

Advisors at this office

De Ann T

CFP®, Series 63, Series 65, Series 66

Huxley, IA

Edward Jones

De Ann Thompson is a Certified Financial Planner® with 40 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. She holds Series 63, 65, and 66 licenses. Outside of her advisory role, she participates as a member of the outreach team at Grace Evangelical Free Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and affiliated financial services.

Charitable giving & philanthropy Retirement income strategy Wealth management Family Business Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Values-based investing Religious/faith focused
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Karla P

Series 66

Huxley, IA

Edward Jones

Karla Przybyszewski is a financial advisor with Edward Jones, holding a Series 66 designation and totaling five years of industry experience. Her career has been with Edward Jones since 2010. 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 under management through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Huxley, IA

Edward Jones

Heidi Smith is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. She previously worked at Guaranteed Rate and Regions Bank and has volunteered as a writer for the nonprofit Thrive Ministry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 advisors.

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

Kerrie K

Series 66

Huxley, IA

Edward Jones

Kerrie Knudsen is a financial advisor with Edward Jones in Huxley, IA, holding a Series 66 designation and having one year of industry experience. Prior to her current role, she worked for four years at RE/MAX Real Estate Center and has teaching experience at the North Polk and Ankeny Community School Districts. Outside of her advisory work, she is involved in managing rental property with her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving tax strategies Charitable giving & philanthropy General retirement planning Retirement withdrawal strategies Inheritance planning Educators, Teachers, and Academics Religious/faith focused

Melanie V

CFP®, Series 66

Huxley, IA

Edward Jones

Melanie Vespestad is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Her prior roles include positions at Wells Fargo and Stella & Dot. Outside of finance, she operated a photography business for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Founder/Business Owner

Erik N

CFP®, Series 66

Huxley, IA

Edward Jones

Erik Nilius is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. His career includes prior roles at LPL Financial and United Bank & Trust NA, in addition to multiple periods at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers a variety 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.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing
View complete list of advisors at this office
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