Plover, WI Office

Team
Updated today
Edward Jones logo

Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,147 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

2520 Post Rd

Plover WI 54467

Advisors at this office

4

Advisors at this office

Andrew W

Series 66

Plover, WI

Edward Jones

Andrew Wolf is a financial advisor with Edward Jones in Plover, WI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Fuel Powersports from 2015 to 2018. Outside of his advisory role, he coaches bicyclists participating in fundraising rides for the Juvenile Diabetes Research Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies General estate planning guidance Retired Founder/Business Owner Executive

Jay W

Series 66

Plover, WI

Edward Jones

Jay Wolf is a financial advisor with Edward Jones in Plover, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a business that buys, sells, and works on old trucks and parts. 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 and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Nichole M

CFP®, Series 66

Plover, WI

Edward Jones

Nichole Matowitz is a CFP® professional with 18 years of industry experience, currently with Edward Jones since 2022. She previously worked at LPL Financial and BMO Harris Financial Advisors, including roles at BMO Harris Bank. Outside of advising, she serves as a tennis coach for Pacelli Catholic Schools and is involved with a nonprofit board in Stevens Point, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 financial advisors and focuses on providing fiduciary advisory services alongside additional capabilities such as trust services and securities-based lending.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
user avatar

Jeffrey H

CFP®, Series 63

Plover, WI

Edward Jones

Jeffrey Hohn is a CFP®-certified financial advisor with Edward Jones, based in Plover, WI. He has 31 years of industry experience, all with Edward Jones since 1994. Outside of his advisory work, his family owns farmland in Vermillion, SD. 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 and investment solutions, 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)