Sioux Falls, SD S Westlake Dr Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 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

2571 S Westlake Dr Suite 110

Sioux Falls SD 57106

Advisors at this office

3

Advisors at this office

Alex P

Series 66

Sioux Falls, SD

Edward Jones

Alex Parker is a financial advisor at Edward Jones with four years of industry experience. He previously worked at First Bank & Trust for six years and had a brief tenure at Learfield Sports - Jackrabbit Sports Properties. Outside of advising, he is a co-owner of Parkwin LLC, which holds a vacation property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Beth F

Series 66

Sioux Falls, SD

Edward Jones

Beth Finzen Przybys is a financial advisor with Edward Jones in Sioux Falls, SD, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2006 in various roles. Outside of her advisory work, she occasionally assists with a seasonal greenhouse owned by her family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

Retirement income strategy General retirement planning Wealth management Caring for aging parents Retired Founder/Business Owner Executive Women's Finance

Dennis W

Series 63, Series 66

Sioux Falls, SD

Edward Jones

Dennis Wieczorek is a financial advisor with Edward Jones in Sioux Falls, SD, holding Series 63 and Series 66 licenses and over 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he is involved in managing vacation and farm rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
View complete list of advisors at this office
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