Seattle, WA 2100 Westlake Ave N 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
2100 Westlake Ave N Suite 107
Seattle WA 98109-5802
Advisors at this office
4
Advisors at this office
Marianne H
Series 66
Seattle, WA
Edward Jones
Marianne Hepper is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Delta Marine Industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Isabelle L
Series 66
Seattle, WA
Edward Jones
Isabelle Lannertone is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Lululemon and has a background that includes diverse roles ranging from culinary arts to consulting and sports instruction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Geoffrey M
CFP®, Series 66
Seattle, WA
Edward Jones
Geoffrey Meno is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. With over 23,000 financial advisors nationwide, the firm offers a range of investment advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Eric A
CFP®, Series 66
Seattle, WA
Edward Jones
Eric Appesland is a financial advisor at Edward Jones in Seattle, WA, holding the CFP® designation and Series 66 license with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Amazon, Inc. from 2016 to 2022 and at Hitachi Consulting from 2010 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate investors. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a variety of investment strategies and affiliated financial services under a fiduciary standard.
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