Las Vegas, NV Office

Team
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 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

Las Vegas NV

Advisors at this office

12

Advisors at this office

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Jeffrey K

Series 66

Las Vegas, NV

Edward Jones

Jeffrey Kopp is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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

Brent A

Series 63, Series 66

Las Vegas, NV

Edward Jones

Brent Anderson is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Prosperity Wealth Management, Fortune Financial Services, and Gradient Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, corporate entities, pension plans, and charitable organizations. The firm offers a range of advisory programs and strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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

Series 66

Las Vegas, NV

Edward Jones

Mary Upchurch is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and over 15 years of industry experience. She has been with Edward Jones since 2005. Outside of her financial advisory work, she performs stand-up comedy at various clubs and events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with a large advisor network and offers additional services such as tax-efficient strategies and securities-based lending.

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

Katherine J

Series 63, Series 66

Las Vegas, NV

Edward Jones

Katherine Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Travis J

Series 66

Las Vegas, NV

Edward Jones

Travis Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 7 years of industry experience. He has been with Edward Jones since 2011. 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 programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

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

Series 63, Series 66

Las Vegas, NV

Edward Jones

Jonathan Zeller is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

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

Series 63, Series 66

Las Vegas, NV

Edward Jones

Gabriela Correa De Negredo is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Ameriprise and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

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

Series 63, Series 66

Las Vegas, NV

Edward Jones

Brian Repko is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Key Investment Services and KeyBank from 2021 to 2023 and spent five years at Caesars Entertainment and Cromwell Hotel & Casino. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

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

CFP®, CFA®, Series 66

Las Vegas, NV

Edward Jones

Kyle Harpin is a financial advisor at Edward Jones in Las Vegas, NV, holding the CFP®, CFA®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and features a large national network of advisors and branch offices.

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

Jennifer M

Series 63, Series 66

Las Vegas, NV

Edward Jones

Jennifer Mazanek is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Northern Trust and Wells Fargo. She is listed as a joint owner of an energy-related LLC for estate planning purposes but has no involvement in its operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

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

Series 66

Las Vegas, NV

Edward Jones

Rachel Harpin is a financial advisor at Edward Jones in Las Vegas, NV, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of household types and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

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

Dakyn D

Series 66

Las Vegas, NV

Edward Jones

Dakyn Dollens is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and has concurrent work history with the University of Missouri dating back to 2010. Outside of finance, he is involved in the restaurant business as a server at a brunch establishment in Las Vegas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets, and maintains a large national network of financial advisors and branch offices.

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