Pierre, SD North Harrison 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
1601 North Harrison Suite 4
Pierre SD 57501-0000
Advisors at this office
3
Advisors at this office
Scott C
Series 63, Series 65
Pierre, SD
Edward Jones
Scott Collison is a financial advisor at Edward Jones with 41 years of industry experience, having worked at the firm since 1985. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for multiple farming operations in Rushmore, MN, Norfolk, NE, and Worthington, MN. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets through a wide range of advisory programs, offering both discretionary and non-discretionary strategies with an emphasis on fiduciary standards and affiliated investment capabilities.
Joshua B
Series 66
Pierre, SD
Edward Jones
Joshua Bauer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2014, with a brief tenure at EMIT Technologies, Inc. Outside of advising, he is the owner of Four-Way Enterprises, LLC, an entity involved in managing residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Megan M
Series 66
Pierre, SD
Edward Jones
Megan Murphy is a Series 66-licensed financial advisor with Edward Jones, based in Pierre, South Dakota. She has four years of industry experience, all with Edward Jones, where she has worked since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
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