Prescott, AZ E Gurley Street 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
609 E Gurley Street
Prescott AZ 86301
Advisors at this office
3
Advisors at this office
Michael C
Series 66
Prescott, AZ
Edward Jones
Michael Clarke is a financial advisor at Edward Jones in Prescott, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles in the entertainment and digital production sectors, including positions at Nickelodeon and multiple production studios. Outside of financial advising, his background includes entrepreneurial and creative work within media and post-production companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed account strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, providing both discretionary and non-discretionary investment services under a fiduciary standard.
Joseph C
Series 66
Prescott, AZ
Edward Jones
Joseph Crockett is a financial advisor with Edward Jones in Prescott, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he has interests in passive real estate investments and owns a fishing boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Jeanette W
Series 66
Prescott, AZ
Edward Jones
Jeanette Wesley is a financial advisor at Edward Jones with 27 years of experience. She holds the Series 66 designation and is based in Prescott, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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