Live Oak, FL Howard St E Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 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

123 Howard St E

Live Oak FL 32064-3206

Advisors at this office

5

Advisors at this office

Seth W

CFP®, Series 66

Live Oak, FL

Edward Jones

Seth Wilkins is a CFP® professional with six years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Symbotic LLC for two years and served in the United States Marine Corps for eight years. He is a board member of the City of Live Oak Firefighters' Pension Trust and coaches the middle school track team at Suwannee Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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Thomas A

Series 66

Live Oak, FL

Edward Jones

Thomas Abercrombie is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, he was involved with Stepping Stones and the Suwannee County School District. Outside of advising, he is a co-owner of Stepping Stones Preschool, a daycare facility in Live Oak, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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

Series 66

Live Oak, FL

Edward Jones

Ciera Butts is a financial advisor at Edward Jones in Live Oak, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she operated a bakery business called Cookies by Ciera, specializing in holiday and seasonal cookie sales. 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 strategies supported by a large nationwide network of advisors and branch offices.

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

Series 66

Live Oak, FL

Edward Jones

Stephanie Baker Estrella is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Christopher H

CFP®, Series 63, Series 66

Live Oak, FL

Edward Jones

Christopher Henry is a CFP® professional with 23 years of industry experience, all of which have been with Edward Jones since 2003. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in a real estate LLC based in Live Oak, Florida. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Inheritance planning Business ownership considerations Founder/Business Owner
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