Rockport, TX 2865 Highway 35 North 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
2865 Highway 35 North
Rockport TX 78382
Advisors at this office
3
Advisors at this office
Kaelyn D
Series 66
Rockport, TX
Edward Jones
Kaelyn Du Bose is a Series 66 licensed financial advisor with Edward Jones, based in Rockport, TX, with two years of industry experience. Prior to joining Edward Jones, she has been involved in multiple business activities including ownership of a family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.
Elizabeth G
CFP®, Series 66
Rockport, TX
Edward Jones
Elizabeth Gonzalez is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all spent at the firm since 2014. She serves clients out of Rockport, TX. Outside of her advisory role, she is a board member of the Aransas County Council on Aging. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.
Vanessa G
Series 66
Rockport, TX
Edward Jones
Vanessa Giannamore is a financial advisor with Edward Jones, holding a Series 66 designation and having seven years of industry experience. Her prior work includes roles at Al Willeford Chevrolet and Mattress Firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
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