Lakewood, CO 12596 W Bayaud Ave Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,140

Across 14,136 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

12596 W Bayaud Ave Suite 380

Lakewood CO 80228

Advisors at this office

7

Advisors at this office

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Hayden J

Series 66

Lakewood, CO

Edward Jones

Hayden Johnson is a financial advisor at Edward Jones in Lakewood, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Elite Drains and Plumbing and attended the University of Colorado Boulder. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

CFP®, Series 66

Lakewood, CO

Edward Jones

Christopher Kruger is a CFP® and holds a Series 66 license. He has 11 years of experience and has been with Edward Jones in Lakewood, CO since 2015. 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 and offers a broad range of advisory programs and investment solutions, including tax-efficient services and discretionary and non-discretionary wrap fee strategies.

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

Series 66

Lakewood, CO

Edward Jones

Giana Ramsey is a Series 66-licensed financial advisor with Edward Jones in Lakewood, CO, holding one year of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

Nanette F

CFP®, Series 63, Series 66

Lakewood, CO

Edward Jones

Nanette Fahrenbruch is a CFP® professional with 26 years of industry experience, all of which have been with Edward Jones since 2000. She holds Series 63 and Series 66 licenses and is based in Lakewood, CO. Outside of her advisory role, she has an ownership interest in a rental business in Aurora, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive
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Jon Z

Series 66

Lakewood, CO

Edward Jones

Jon Zimmerman is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent nine years at X West Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

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

Justin K

Series 66

Lakewood, CO

Edward Jones

Justin Killewald is a financial advisor at Edward Jones in Lakewood, CO, holding the Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Wi, Inc. and Eagle Wire One. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations Startup equity planning Founder/Business Owner Engineering Professional

Sarah N

Series 66

Lakewood, CO

Edward Jones

Sarah Nezbeda is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Staples Promotional Products and held roles with Walnut Street Baptist Church and the International Mission Board. Outside of her advisory role, she is the owner of a rental property in Arkansas, though she is not actively involved in its management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
View complete list of advisors at this office
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