Raleigh, NC Wakefield Pines Dr Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,285

Across 14,125 offices

Clients per advisor

166 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

2941 Wakefield Pines Dr, Suite 201

Raleigh NC 27614

Advisors at this office

6

Advisors at this office

Danny B

CFP®, Series 63

Raleigh, NC

Edward Jones

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' Credit Union. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Darryl B

CFP®, Series 66

Raleigh, NC

Edward Jones

Darryl Banks is a financial advisor with Edward Jones in Raleigh, NC, holding CFP® and Series 66 designations and having 10 years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive advisor and branch network and its integrated capabilities, including trust services and securities-based lending.

Liquidity event planning Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner Executive
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Kristina P

Series 66, Series 65

Raleigh, NC

Edward Jones

Kristina Paget is a financial advisor at Edward Jones in Raleigh, NC, holding Series 65 and Series 66 licenses with one year of industry experience. Her previous roles include positions at Wells Fargo Bank, Buckley Wealth Management, and McClarren Financial Advisors. She has also been involved with the Tri Area Ministry Food Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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

Lucas G

Series 66

Raleigh, NC

Edward Jones

Lucas Gooding is a financial advisor at Edward Jones with the Series 66 designation. He has one year of industry experience and has held prior roles at Court One and NC State University. Gooding serves in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner

Rudy S

Series 66

Raleigh, NC

Edward Jones

Rudy Stulc Jr. is a financial advisor at Edward Jones with Series 66 registration and three years of industry experience. Prior to joining Edward Jones, he worked for the Wake County Public School System and Dawson County High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors across 15,000 branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations Founder/Business Owner

Caroline G

CFP®, Series 66

Raleigh, NC

Edward Jones

Caroline Gooding is a CFP® with four years of industry experience and currently serves as a financial advisor at Edward Jones in Raleigh, NC. Her prior work includes roles at BDO and entrepreneurial experience with AR Workshop locations in Cary and Raleigh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
View complete list of advisors at this office
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