Lenexa, KS Hauser St 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

11079 Hauser St

Lenexa KS 66210

Advisors at this office

2

Advisors at this office

Deanna C

ChFC®, Series 66

Lenexa, KS

Edward Jones

Deanna Campbell is a financial advisor at Edward Jones in Lenexa, KS, holding ChFC® and Series 66 designations with 10 years of industry experience. She has been with Edward Jones since 2016. 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 large network of financial advisors and branch offices nationwide.

Planning for children with special needs Caring for aging parents Military & Veterans Government Employee Educators, Teachers, and Academics Women Professionals

Lucas S

Series 66

Lenexa, KS

Edward Jones

Lucas Segal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that help individuals and families achieve their long-term goals, including retirement planning, education funding, legacy planning, and tax minimization. His approach involves collaborative goal setting and creating plans that reflect each client’s values and aspirations. Lucas holds a Bachelor's Degree from the University of Central Arkansas and a Master of Business Administration from the University of Arkansas. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes managing new wealth, liquidity management, and providing guidance to diverse communities, including women and the LGBT population. Outside of his professional role, Lucas is active in several organizations such as the Alpha Sigma Phi Alumni Association, Cornerstones of Care Foundation, and the Mid America LGBTQ Chamber of Commerce. He is also involved with the Boys and Girls Club of Faulkner County, the Human Rights Campaign, and the United Way of Central Arkansas. His personal interests include adventure sports, basketball, bowling, football, pickleball, spending time with his family, and traveling.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Inheritance planning Doctor or Medical Professional Founder/Business Owner LGBTQIA
View complete list of advisors at this office
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