Sebastopol, CA 7182 Healdsburg Ave 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
7182 Healdsburg Ave Suite A
Sebastopol CA 95472
Advisors at this office
3
Advisors at this office
Meredeth B
CFP®, Series 66
Sebastopol, CA
Edward Jones
Meredeth Bertacco is a CFP® with 15 years of industry experience, currently serving at Edward Jones since 2011. She is based in Sebastopol, CA. Outside of her advisory role, she is an owner and operating member of Gold Dirt Vineyards LLC, a vineyard project in Sebastopol focused on fruit production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.
William B
Series 66
Sebastopol, CA
Edward Jones
William Bertacco is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for American AgCredit, ACA from 2013 to 2023. He serves as a board member of The Farm Bureau Foundation of Sonoma County and is a managing member of Gold Dirt Vineyards, LLC. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors.
Julie D
Series 66
Sebastopol, CA
Edward Jones
Julie Dunn is a financial advisor at Edward Jones with 15 years of experience in the industry. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary investment products.
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