San Angelo, TX S Jackson St Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

4102 S Jackson St

San Angelo TX 76903

Advisors at this office

5

Advisors at this office

Davis W

Series 66

San Angelo, TX

Edward Jones

Davis Woodfin is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked for nearly a decade with Eden Emergency Medical Services and the San Angelo Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities beyond advisory services.

Business ownership considerations Business succession planning Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Whitney P

Series 66

San Angelo, TX

Edward Jones

Whitney Pyle is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Whitney served in roles including children's director at Christoval Baptist Church, where she organizes volunteers, programs, and events for children. Whitney has also been involved with Cornerstone Christian School and Baptist Bible Fellowship International. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Lloyd W

Series 66

San Angelo, TX

Edward Jones

Lloyd Woodfin Jr. is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as treasurer and check-signing authority for LifePoint Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive

Trevor G

Series 66

San Angelo, TX

Edward Jones

Trevor Gilbert is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Sonora Bank from 2018 to 2021 and Hibbett Sports from 2017 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner Oil & Gas

Barry J

Series 63, Series 66

San Angelo, TX

Edward Jones

Barry Jackson is a financial advisor with Edward Jones in San Angelo, TX, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in a family-owned laundry and dry cleaning business operated by his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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