Richland, WA Columbia Park Trail Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,140

Across 14,136 offices

Clients per advisor

167 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

1363 Columbia Park Trail, Suite 102

Richland WA 99352-4770

Advisors at this office

4

Advisors at this office

Hanh P

Series 66

Richland, WA

Edward Jones

Hanh Prost is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Prost worked in various roles in the automotive and credit union sectors, including positions at ACV Auctions, McCurley Honda, Toyota of Tri-Cities, and Gesa Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retired Founder/Business Owner Executive Intergenerational Families

Arianna H

Series 66

Richland, WA

Edward Jones

Arianna Harold is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked for nine years at The Columbia River Eye Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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 network of 23,701 financial advisors nationwide.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Planning for children with special needs Retired Founder/Business Owner Executive Intergenerational Families
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Kerinda L

Series 66

Richland, WA

Edward Jones

Kerinda Lashbaugh is a financial advisor at Edward Jones in Richland, WA, holding a Series 66 designation with 16 years of industry experience. Her prior roles include positions at Community First Bank/HFG Trust, Cetera, and Baker Boyer Bank. 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 range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

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

Tara W

CFP®, Series 66

Richland, WA

Edward Jones

Tara Wiswall is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Cetera and Baker Boyer National Bank. She is based in Richland, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
View complete list of advisors at this office
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