Marrero, LA Lapalco Blvd 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

4301 Lapalco Blvd Ste C

Marrero LA 70072

Advisors at this office

4

Advisors at this office

James H

Series 63, Series 66

Marrero, LA

Edward Jones

James Hines is a financial advisor with Edward Jones in Marrero, LA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves on the advisory board of Parc Des Fmillies in Gretna, LA. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including trust and securities-based lending options, supported by a nationwide network of over 23,000 financial advisors.

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

Frank T

Series 66

Marrero, LA

Edward Jones

Frank Toro III is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at Crown Lift Trucks of New Orleans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

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

Series 66

Marrero, LA

Edward Jones

Megan O Brien is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was affiliated with the New Orleans Saints and engaged in various roles including work at Loyola University New Orleans and American All Star. She also has experience in photography through Romaguera Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

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

Series 66

Marrero, LA

Edward Jones

Alexandra Theriot is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she held positions including part-time in-home nanny and work at Country Day School of Baton Rouge. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

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