Rapid City, SD Beach Drive 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
Location
4200 Beach Drive Ste 4
Rapid City SD 57702
Advisors at this office
3
Advisors at this office
Tyler F
Series 66
Rapid City, SD
Edward Jones
Tyler Fannin is a financial advisor at Edward Jones in Rapid City, SD, holding a Series 66 designation. He has one year of industry experience and previously worked at UpClosets of Mesa, Active Heating Inc, American Bank and Trust, Great Western Bank, and Odyssey Grand 8 Theatre. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Christopher D
Series 63, Series 66
Rapid City, SD
Edward Jones
Christopher Doyle is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of his advising role, he serves as President of the Rimrock Heights Road District in Rapid City, SD, overseeing a board responsible for road maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.
Zoe T
Series 66
Rapid City, SD
Edward Jones
Zoe Tobin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at RTS Financial and Aberdeen Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.
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