Naples, FL Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 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

Naples FL

Advisors at this office

9

Advisors at this office

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Leighanne V

Series 66

Naples, FL

Edward Jones

Leighanne Vasquez is a financial advisor with Edward Jones in Naples, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of financial advisors and branch offices.

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

Eric R

CFP®, Series 66

Naples, FL

Edward Jones

Eric Robbins is a CFP® with 16 years of experience, currently serving as a financial advisor at Edward Jones since 2010. He is a board member of First Tee in Columbus, Indiana, and also serves on the board of the Columbus Indiana Hospital Foundation, where he assists in fund allocation decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner
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Christopher H

CFP®, Series 63

Naples, FL

Edward Jones

Christopher Hardt is a CFP®-designated financial advisor with Edward Jones, based in Westlake Village, CA, and has 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he owns an airplane use business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of more than 23,000 advisors.

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

Austin W

Series 66

Naples, FL

Edward Jones

Austin Woody is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he has been involved with a real estate rental business in Ooltewah, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

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

Tammy L

Series 63

Naples, FL

Edward Jones

Tammy Laurent is a financial advisor with Edward Jones in Naples, FL, holding a Series 63 designation and having 36 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1989. Outside of her advisory role, she is involved in book publishing through ownership of Trekker Enterprises LLC and Moonlight Press LLC and is a part-owner of two golf courses in Minnesota. She also participates as a motivational speaker for the agriculture industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charitable giving tax strategies Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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Thomas W

Series 63, Series 65

Naples, FL

Edward Jones

Thomas Willingham is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has been with Edward Jones since 1988. He also owns and serves as president of a commercial condominium suite used for his branch office in Kennewick, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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

Michael G

Series 63, Series 66

Naples, FL

Edward Jones

Michael Goethals is a financial advisor at Edward Jones with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive

Perry W

Series 63, Series 65

Naples, FL

Edward Jones

Perry Wein is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is an investor in Cold Bore Capital Fund II, a private equity fund based in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities through a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Naples, FL

Edward Jones

Kurtus Thompson is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He worked at Proequities, Inc. for 25 years before joining Edward Jones in 2017. Outside of advisory work, he manages an LLC focused on real estate in North Bend, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

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