Minot, ND 31st Avenue SW 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
1000 31st Avenue SW, Suite B
Minot ND 58701
Advisors at this office
3
Advisors at this office
Gregory T
Series 63, Series 66
Minot, ND
Edward Jones
Gregory Tschetter is a financial advisor with Edward Jones in Minot, ND, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and operates B and B Ranch, which raises horses and cattle, and serves as a board member at large for the International Music Camp in Dunseith, ND. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network, affiliated capabilities beyond advisory services, and operating under a fiduciary standard.
Brenna T
Series 66
Minot, ND
Edward Jones
Brenna Tschetter is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in education and banking. Outside of her advisory role, she coaches 6th grade boys basketball at Ramstad Middle School in Minot, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.
Becca T
Series 66
Minot, ND
Edward Jones
Becca Tschetter is a financial advisor with Edward Jones in Minot, ND, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Magic Bean Brewing Co. for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.
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