Mount Airy, NC W Lebanon Street 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
136 W Lebanon Street
Mount Airy NC 27030
Advisors at this office
3
Advisors at this office
Randy J
Series 66
Mount Airy, NC
Edward Jones
Randy Joyce is a financial advisor at Edward Jones in Mount Airy, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Factory Motor Parts and Auto Supply Company. Outside of his advisory role, he is a member of Joyce Farms of Mount Airy LLC, a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.
Tammy J
Series 63, Series 66
Mount Airy, NC
Edward Jones
Tammy Joyce is a financial advisor with Edward Jones in Mount Airy, NC, holding Series 63 and Series 66 credentials and with 33 years of industry experience. She has worked at Edward Jones since 2000 and previously at Centura Securities, Inc. and Centura Bank. Outside of her advisory role, she is involved in managing a family-owned farm which includes small crops and horses. 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. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Ross J
Series 66
Mount Airy, NC
Edward Jones
Ross Joyce is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011, including a prior role from 2011 to 2017 and his current position since 2017. Outside of his advisory work, Joyce is a co-owner of Joyce Farms of Mount Airy LLC, a farming business in Mount Airy, North Carolina. 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 and investment solutions supported by a nationwide network of more than 23,000 financial advisors.
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