Independence, KS N Penn Ave Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,149 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

320 N Penn Ave

Independence KS 67301-3326

Advisors at this office

4

Advisors at this office

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Teresa L

Series 66

Independence, KS

Edward Jones

Teresa Lewis is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 1996. She is based in Independence, KS, and has over 30 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managed under a fiduciary standard, and supports clients through a nationwide network of over 23,700 financial advisors.

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

Robert M

CFP®, Series 63

Independence, KS

Edward Jones

Robert Miller is a financial advisor at Edward Jones with 43 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC from 2009 to 2022. Outside of his advisory role, he owns multiple rental properties and an office building which he rents to Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive

Jason R

Series 63, Series 66

Independence, KS

Edward Jones

Jason Rutledge is a financial advisor with Edward Jones in Independence, KS, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and manages rental properties, including a home rented to his daughter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Sam H

Series 66

Independence, KS

Edward Jones

Sam Hilger is a financial advisor at Edward Jones in Independence, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at Textron and the University of Kansas Endowment. Outside of finance, he serves as a tennis coach for the USD 446 education system. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other financial services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Engineering Professional
View complete list of advisors at this office
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