Sarasota, FL Cantu Ct Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,140

Across 14,136 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

Location

2201 Cantu Ct Suite 119

Sarasota FL 34232-0000

Advisors at this office

2

Advisors at this office

Victor M

Series 66

Sarasota, FL

Edward Jones

Victor Mweu is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2019. In his role, Victor focuses on family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and tax minimization. He aims to build deep client relationships by understanding their unique ambitions and creating personalized financial plans that reflect their priorities. Victor holds a Bachelor's Degree and a Master of Business Administration (MBA), both from Anderson University. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including Phi Eta Sigma National Honor Society, Alpha Chi College Honor Society, Pi Sigma Alpha Political Science Honors Society, and is a Center for Public Service (CPS) Fellow. His community involvement includes supporting the Gleaners Food Bank of Indiana, part of Feeding America. Outside of his professional work, Victor enjoys basketball, football, golfing, and soccer. He is committed to helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.

Wealth management Retirement income strategy Income planning College savings (529s, UTMA, etc.) General tax planning Retired Founder/Business Owner Executive
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Brenton C

CFP®, Series 66

Sarasota, FL

Edward Jones

Brenton Campbell is a CFP® professional with eight years of industry experience, currently advising at Edward Jones since 2018. Prior to joining Edward Jones, he worked at the University of South Florida and ClaimLynx, Inc. He holds a minority shareholder stake in a family farm in Iowa and serves on the finance committee of the Sarasota Children's Museum. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large 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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