Rochester, MN 28th St NW Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
4057 28th St NW, Suite 300
Rochester MN 55901
Advisors at this office
4
Advisors at this office
Jennifer C
Series 66
Rochester, MN
Edward Jones
Jennifer Charlson is a Series 66 licensed financial advisor with Edward Jones in Rochester, MN, and has six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Sanford Health and was involved with 4Cut Inc. and SFME Inc. She is a silent partner in a hair salon business in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Mary Jane D
Series 66
Rochester, MN
Edward Jones
Mary Jane Dewitte is a financial advisor with Edward Jones in Rochester, MN, holding a Series 66 designation and 24 years of industry experience, all with Edward Jones since 2002. 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, operates under a fiduciary standard, and supports its services with a large network of financial advisors and branch offices nationwide.
Donald C
Series 63
Rochester, MN
Edward Jones
Donald Charlson is a financial advisor with Edward Jones in Rochester, MN, holding a Series 63 designation and over 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory work, he is involved as an owner or partner in several small businesses, including a massage therapy clinic and a barber shop in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.
Chelse E
Series 66
Rochester, MN
Edward Jones
Chelse Ehni is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at WSB, LLC for eight years, as well as ProEquities Inc and Full Circle Financial. 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 and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)