Overland Park, KS Mastin Street Office

Team
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 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

10801 Mastin Street Ste 905

Overland Park KS 66210

Advisors at this office

4

Advisors at this office

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Daniel S

Series 66

Overland Park, KS

Edward Jones

Daniel Schneider is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones from 2019 to 2026 and held positions at Lowe's and Luxottica earlier in his career. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

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

Brad R

Series 63, Series 65

Overland Park, KS

Edward Jones

Brad Richardson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2023, he worked at LPL Financial and V Wealth Advisors LLC from 2017 to 2023 and at Oracle Corporation from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and specialized services such as tax-efficient investing and proxy voting.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Sheldon R

CFP®, Series 63, Series 66

Overland Park, KS

Edward Jones

Sheldon Rinkes is a CFP®-designated financial advisor with Edward Jones, based in Overland Park, KS, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advising, he is involved in agricultural ventures, including owning and managing a cattle ranch and a farm in Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is known for its extensive national network of advisors and branch offices, as well as its integrated offerings beyond traditional advisory services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Bradley Z

Series 63, Series 66

Overland Park, KS

Edward Jones

Bradley Zinn is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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