Portland, OR SW Sequoia Pkwy Office

Team
Updated today
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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

15350 SW Sequoia Pkwy, Suite 110

Portland OR 97224-7172

Advisors at this office

5

Advisors at this office

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Joshua G

CFP®, Series 66

Portland, OR

Edward Jones

Joshua Golston is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Cummins Inc for one year. Edward Jones is a full-service wealth management firm serving millions of individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Darrell G

CFP®, Series 66

Portland, OR

Edward Jones

Darrell Geymann is a CFP®-designated financial advisor with Edward Jones, based in Portland, OR, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Nike Inc. from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Kristi H

Series 66

Portland, OR

Edward Jones

Kristi Hilgaertner is a financial advisor with Edward Jones, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Derek S

CFP®, Series 66

Portland, OR

Edward Jones

Derek Sandell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. Based in Portland, OR, he has spent his entire advisory career with Edward Jones. Outside of his advisory work, he is a co-owner of Cascade View Orchards, a farm property in Salem, OR. 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 through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner

Andrew S

Series 66

Portland, OR

Edward Jones

Andrew Sparks is a financial advisor at Edward Jones in Portland, Oregon, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with Cheers ERP Solutions and Base Camp Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax services.

Business ownership considerations Business succession planning Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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