San Antonio, TX 3602 Paesanos Pkwy 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
3602 Paesanos Pkwy Ste 110
San Antonio TX 78231
Advisors at this office
3
Advisors at this office
Jonathan T
Series 63
San Antonio, TX
Edward Jones
Jonathan Thrall is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Edward Jones since 2008, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.
Alexis C
Series 66
San Antonio, TX
Edward Jones
Alexis Cranford is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with two years of industry experience. Prior to returning to Edward Jones, Alexis worked at J.P. Morgan Securities and has entrepreneurial experience operating On The Grind Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies and affiliated investment products, supported by a large national network of advisors and branches.
Jeffery B
Series 66
San Antonio, TX
Edward Jones
Jeffery Bruton is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to Edward Jones, he worked at Twin Eagle Solutions, Blackstar Fiber, Apache Corporation, and Oncor Electric Delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
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