O'Fallon, MO 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
O'Fallon MO
Advisors at this office
5
Advisors at this office
Trisha H
Series 63, Series 66
O Fallon, MO
Edward Jones
Trisha Humphries is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Jacob V
Series 63, Series 66
O Fallon, MO
Edward Jones
Jacob Venetis is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Venetis is involved in real estate investing through ownership of IZZAT LLC, focusing on buying and selling investment properties as well as residential and commercial property development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Kerry S
Series 63, Series 66
Ofallon, MO
Edward Jones
Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
Thomas B
Series 63, Series 65
O Fallon, MO
Edward Jones
Thomas Borich is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.
Mark F
Series 63, Series 66
O Fallon, MO
Edward Jones
Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.
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