Lakewood, CO 141 Union Blvd 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

141 Union Blvd #470

Lakewood CO 80228-1814

Advisors at this office

3

Advisors at this office

Andy O

Series 66

Lakewood, CO

Edward Jones

Andy Ogide is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he spent several years playing professional basketball with teams in Europe and South America. Outside of his advisory role, he provides basketball skills training through CoachUp in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including wrap fee strategies and separately managed accounts. The firm operates nationwide with a large advisor and branch network and offers affiliated capabilities such as a trust company and proprietary mutual funds.

Business ownership considerations Business succession planning Wealth management Family Business General estate planning guidance Professional Athlete Founder/Business Owner

Kyle B

Series 66

Lakewood, CO

Edward Jones

Kyle Bell is a Series 66-licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2018. He has seven years of industry experience and previously worked at Ed Bozarth Chevrolet Company, Inc. from 2011 to 2018. Outside of his advisory role, he is an investor in Perform X Training Systems, a sports training business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Guy M

CFP®, Series 66

Lakewood, CO

Edward Jones

Guy Miller is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Lakewood, CO. 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 range of advisory programs, including discretionary and non-discretionary wrap fee 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
View complete list of advisors at this office
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