Metairie, LA N Hullen St 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
3547 N Hullen St Suite K
Metairie LA 70002-3416
Advisors at this office
4
Advisors at this office
Evan H
Series 66
Metairie, LA
Edward Jones
Evan Hatrel is a financial advisor at Edward Jones in Metairie, LA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Kaplan College and managed a charter fishing company, FishCommander Charters, where he is a licensed fishing captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.
Evangeline M
CFP®, Series 66
Metairie, LA
Edward Jones
Evangeline Maples is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. She has served in multiple roles at Edward Jones since 2019. Outside of her advisory work, she has been involved in a political action committee focused on local community issues in Slidell, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches as well as its integrated capabilities including trust services and securities-based lending.
Bryon H
CFP®, Series 63
Metairie, LA
Edward Jones
Bryon Hatrel is a CFP® professional with over 33 years of experience at Edward Jones, where he has worked since 1992. Based in Metairie, LA, he is involved in several outdoor-related business activities including managing hunting leases, fishing camps, and farming operations through various entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.
Stephen K
Series 66
Metairie, LA
Edward Jones
Stephen Kernion is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016, with prior experience at Stratos Wealth Partners and LPL Financial. Outside of his advisory role, Kernion is involved in fitness instruction and coaching, and he owns and coaches at Riptide Masters Swimming LLC. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
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