Mc Kinney, TX Collin Mc Kinney Pkwy 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
5060 Collin Mc Kinney Pkwy, Suite 103
Mc Kinney TX 75070-1719
Advisors at this office
3
Advisors at this office
Brian L
Series 66
McKinney, TX
Edward Jones
Brian Layman is a financial advisor with Edward Jones in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at several school districts. Outside of his advisory work, he serves as a public address announcer for Frisco ISD high school football games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 operates a large national network of advisors and branches.
Kaleb F
Series 66
McKinney, TX
Edward Jones
Kaleb Felder is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at L3Harris, Legacy Ag Credit, Walmart, Smoothie King, and Dixon Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.
Michael S
Series 66
McKinney, TX
Edward Jones
Michael Speanburg is a Series 66 licensed financial advisor at Edward Jones in McKinney, TX, with five years of industry experience. Before joining Edward Jones in 2021, he worked for Walmart from 2016 to 2021 and served in the United States Army from 2012 to 2018. He is also the owner of Fifth Chance LLC, a marketing business where he provides product opinions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive advisor network, branch footprint, and affiliated services beyond traditional advisory offerings.
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