Salt Lake City, UT East 3300 South 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
2889 East 3300 South
Salt Lake City UT 84109
Advisors at this office
4
Advisors at this office
Alexander R
Series 66
Salt Lake City, UT
Edward Jones
Alexander Rogers is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked in retail at Target and in advertising and design roles at Spry Creative and Whitney Advertising and Design Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Britney T
Series 66
Salt Lake City, UT
Edward Jones
Britney Thompson is a financial advisor at Edward Jones in Salt Lake City, UT, with one year of industry experience. She holds a Series 66 designation and has prior experience at Bluebird DMC, Clays RV, and La Barba. Outside of her advisory role, she manages media and supports Israel tours for Tri-Grace Ministries, a nonprofit organization, and owns Britney Thompson LLC, providing design services and speaking at Christian events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory strategies and affiliated capabilities. The firm operates a large nationwide network of advisors and branch offices and manages over $1 trillion in client assets.
Karen C
Series 66
Salt Lake City, UT
Edward Jones
Karen Craig is a financial advisor at Edward Jones in Salt Lake City, UT, with two years of industry experience. She holds a Series 66 designation and previously worked at Vestergaard Frandsen Inc. and operated a business called Baby Bling, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Stacy C
CFP®, Series 63, Series 66
Salt Lake City, UT
Edward Jones
Stacy Chamberlain is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Salt Lake City, UT. She has worked with Edward Jones since 2007, including a brief period at J Hammond LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.
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