Lawrenceburg, IN W Eads Pkwy Office
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Edward Jones
Institution
Firm-wide stats for Edward Jones
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
Based on Edward Jones
Location
881 W Eads Pkwy
Lawrenceburg IN 47025
Advisors at this office
4
Advisors at this office
Meghan H
CFP®, Series 66
Lawrenceburg, IN
Edward Jones
Meghan Horine Schafer is a CFP® and Series 66-registered advisor with Edward Jones, where she has worked since 2017. She has a total of eight years of industry experience, including prior work at State Farm Insurance. She is the owner of a commercial property development business in Lawrenceburg, IN. 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.
Kevin S
CFP®, Series 66
Lawrenceburg, IN
Edward Jones
Kevin Schafer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. His career has been focused entirely at Edward Jones, a full-service wealth management firm. Outside of his advisory role, Schafer is involved in real estate development and management, including ownership and management roles in several residential and commercial properties, as well as participation in the Lawrenceburg Redevelopment Commission. Edward Jones serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm operates a large network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.
Zachary M
Series 66
Lawrenceburg, IN
Edward Jones
Zachary Mollaun is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at the Lawrenceburg Community Center, Spooky Nook Sports, and the City of Lawrenceburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Emily C
Series 66
Lawrenceburg, IN
Edward Jones
Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.
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