Port Clinton, OH Harbor Light Landing Dr 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
3866 Harbor Light Landing Dr
Port Clinton OH 43452
Advisors at this office
4
Advisors at this office
Paul C
Series 66
Port Clinton, OH
Edward Jones
Paul Christman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at the Cleveland Federal Reserve, Magruder Hospital, and The City of Port Clinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large national network of advisors and branch offices.
Thomas L
Series 66
Port Clinton, OH
Edward Jones
Thomas Leone is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Willoughby Western Lake County Chamber of Commerce, All Saints Federal Credit Union, and CompSource Inc. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michelle D
Series 63, Series 66
Port Clinton, OH
Edward Jones
Michelle Dubena is a financial advisor at Edward Jones in Port Clinton, OH, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citizens Securities, Citizens Bank, Prudential Insurance Company of America, and PNC Investments. Outside of her advisory role, she provides customer service for the Home Shopping Network and serves as a board member for Leadership Ottawa County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Frank L
CFP®, Series 66
Port Clinton, OH
Edward Jones
Frank Leone is a CFP® with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Port Clinton, OH. Outside of his advisory role, he owns a second home in Cape Coral, FL, which he occasionally rents. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.
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