Redding, CA 280 Hemsted Dr 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
280 Hemsted Dr Suite 105
Redding CA 96002-0934
Advisors at this office
4
Advisors at this office
Philip D
Series 66
Redding, CA
Edward Jones
Philip Dinius is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Tri Counties Bank, American Heritage Bank, and Oral Roberts University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.
David B
CFP®, Series 63, Series 66
Redding, CA
Edward Jones
David Bullock is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held roles at Redding Bank of Commerce and LPL Financial. 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 under management and offers a wide range of advisory programs, investment solutions, and affiliated capabilities through a large network of financial advisors and branch offices.
Elizabeth P
CFP®, Series 66
Redding, CA
Edward Jones
Elizabeth Price is a CFP®-certified financial advisor with Edward Jones in Redding, CA, bringing four years of industry experience. She has held various positions across healthcare and retail sectors prior to her current role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
David D
Series 66
Redding, CA
Edward Jones
David Dinius is a Series 66 licensed financial advisor with Edward Jones in Redding, CA, where he has worked since 2018. He has eight years of industry experience and previously held roles at Grand Canyon University, Barton Associate, Michael J Dinius DDS, and Simpson University. 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 strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
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