Quincy, IL 4531 Maine St 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
4531 Maine St, Ste C
Quincy IL 62305
Advisors at this office
3
Advisors at this office
Lincoln L
Series 66
Quincy, IL
Edward Jones
Lincoln Lieber Jr. is a financial advisor at Edward Jones in Quincy, IL, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Brandon V
Series 66
Quincy, IL
Edward Jones
Brandon Van Camp is a financial advisor at Edward Jones in Quincy, IL, with two years of industry experience. He holds the Series 66 designation and has prior work experience in education and customer service roles. Outside of advising, he is an owner of Q-City Properties, an LLC based in Quincy. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and offices.
Patrick K
ChFC®, Series 63, Series 65
Quincy, IL
Edward Jones
Patrick Keane is a financial advisor with Edward Jones in Quincy, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including over two decades at Edward Jones and a longstanding affiliation with Metlife Securities Inc. Outside of his advisory role, he serves as an information officer for Little League Baseball of Adams County, providing communications support through the league’s public and social media channels. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary advisory programs, along with affiliated mutual funds, trust services, and securities-based lending.
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