Lees Summit, MO NW Chipman Rd 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
24 NW Chipman Rd Suite A
Lees Summit MO 64063
Advisors at this office
3
Advisors at this office
Kenneth L
Series 66
Lees Summit, MO
Edward Jones
Kenneth Lineberry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles within education and healthcare sectors. Outside of finance, he has written marching band drill and music as an independent contractor for about 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Whitney P
ChFC®, Series 66
Lees Summit, MO
Edward Jones
Whitney Poettgen is a financial advisor at Edward Jones with 4 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2022, she worked at Salesforce and Cerner Corp. 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 offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.
Lauren B
CFP®, Series 66
Lees Summit, MO
Edward Jones
Lauren Berry is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Summit Marketing and Insight Global. Lauren holds a Series 66 license and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
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