Little Falls, MN Wood Street Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,149 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

117 Wood Street Suite 1

Little Falls MN 56345

Advisors at this office

5

Advisors at this office

Kyle P

Series 66

Little Falls, MN

Edward Jones

Kyle Peterschick is a financial advisor with Edward Jones in Little Falls, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent five years with Picture Perfect Tree and Landscape and Arbor Consulting LLC, and six years at Urban Tree & Landscape. He serves as president of the Morrison County Food Shelf board, where he coordinates monthly meetings. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner

Zachary K

CFP®, Series 66

Little Falls, MN

Edward Jones

Zachary Klosowski is a CFP® professional with 12 years of industry experience, serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Little Falls, MN. 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 discretionary and non-discretionary investment strategies and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Danielle Y

Series 66

Little Falls, MN

Edward Jones

Danielle Yorek is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to her current role, she held positions in chiropractic practice and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Jana F

CFP®, Series 66

Little Falls, MN

Edward Jones

Jana Festler is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation. Outside of her advisory work, she is listed as affiliated with the Winter Wonderland Figure Skating Club in Little Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

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

Samantha F

Series 66

Little Falls, MN

Edward Jones

Samantha Froelich is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked with the State of Minnesota DEED and Rural MN CEP. Outside of her advisory role, she operates a part-time photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and has a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Inheritance planning Multi-generational wealth transfer General estate planning guidance Doctor or Medical Professional
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