Richmond Hill, GA 10621 Ford Avenue 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
10621 Ford Avenue Suite A
Richmond Hill GA 31324
Advisors at this office
3
Advisors at this office
Frank W
Series 66
Richmond Hill, GA
Edward Jones
Frank Wieczorek Jr. is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Before joining Edward Jones in 2025, he worked in various roles including at Procare Therapy and Georgia Southern University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.
Tommy T
Series 63, Series 66
Richmond Hill, GA
Edward Jones
Tommy Tranum is a financial advisor with Edward Jones in Richmond Hill, GA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2019, following eight years at Dex Media. Outside of his advisory role, he owns a rental property used by his daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a significant retail advisor and branch presence nationwide.
Brian M
CFP®, Series 66
Richmond Hill, GA
Edward Jones
Brian Mimbs is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Richmond Hill, GA. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
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