Linwood, NJ Office

Team
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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

Location

199 New Road Suite 69, Central Square

Linwood NJ 08221

Advisors at this office

4

Advisors at this office

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Norman J

Series 63, Series 66

Linwood, NJ

Edward Jones

Norman Johnson Jr. is a financial advisor with Edward Jones in Linwood, NJ, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a check signer for Calvary Chapel Ocean City NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

Series 66

Linwood, NJ

Edward Jones

Kimberly Kern is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2014, including her current tenure from 2023 onward. Outside of her advisory work, Kern serves as Vice President of the Linwood Nursery School and is an administrator for the J19 Foundation, where she is involved in social media, event planning, and volunteer coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm is notable for its extensive network of advisors and branches, along with affiliated services such as a trust company and proprietary mutual funds.

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

Kyle J

Series 66

Linwood, NJ

Edward Jones

Kyle Johnson is a financial advisor at Edward Jones in Linwood, NJ, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he volunteers at Coastal Christian Ocean City, overseeing broadcast audio and video operations during services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Tracy J

Series 66

Linwood, NJ

Edward Jones

Tracy Johnson is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Johnson worked in education, including roles at The Geneva School of Manhattan and Canarsie Ascend Charter School. Johnson has also served as a substitute teacher within the Linwood Public Schools. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Inheritance planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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