Marble Falls, TX Avenue H 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
206 Avenue H Suite 202
Marble Falls TX 78654
Advisors at this office
3
Advisors at this office
Paul W
Series 66
Marble Falls, TX
Edward Jones
Paul White is a financial advisor at Edward Jones in Marble Falls, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, White serves as an advisory board member for Heart of the Hills Pregnancy and Family Resources and is president of the school board at St. John Bosco High School in Fredericksburg, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Mitchell R
CFP®, Series 66
Marble Falls, TX
Edward Jones
Mitchell Rivers is a CFP® with 18 years of experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Marble Falls, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Paul W
CFP®, Series 63
Marble Falls, TX
Edward Jones
Paul White is a CFP®-credentialed financial advisor with Edward Jones, based in Marble Falls, TX, with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he is the sole owner of a business office in Fredericksburg, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.
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