Rocky Mount, NC Capital Drive 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
4061 Capital Drive
Rocky Mount NC 27804
Advisors at this office
4
Advisors at this office
Kristeena B
Series 63, Series 65, Series 66
Rocky Mount, NC
Edward Jones
Kristeena Beasley is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63, 65, and 66 licenses and with 17 years of industry experience. She previously spent eight years at BB&T/Truist before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and over $1 trillion in assets under management, supported by a nationwide network of financial advisors and branch offices.
Nathan L
Series 63, Series 66
Rocky Mount, NC
Edward Jones
Nathan Lindeman is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2014. Based in Rocky Mount, NC, Lindeman serves clients through one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.
Sherlon B
Series 63, Series 65
Rocky Mount, NC
Edward Jones
Sherlon Belk is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he is the owner of Sherlon P Belk Properties LLC, a business involved in home maintenance. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.
Daryle C
Series 66
Rocky Mount, NC
Edward Jones
Daryle Coppedge is a financial advisor at Edward Jones in Rocky Mount, North Carolina, holding a Series 66 designation with 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he owns a grounds maintenance business based in Nashville, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
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