Sioux Falls, SD W 41st Street 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
8008 W 41st Street
Sioux Falls SD 57106
Advisors at this office
3
Advisors at this office
Lucas L
Series 66
Sioux Falls, SD
Edward Jones
Lucas Loofe is a Series 66-licensed financial advisor at Edward Jones with experience beginning in 2022 across several firms prior to joining Edward Jones in 2024. His work history includes roles at Assurance, Scheels, Sellx, Wells Fargo, and Marmen Energy, as well as time at the University of South Dakota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Thomas L
Series 63, Series 66
Sioux Falls, SD
Edward Jones
Thomas Loofe is a financial advisor at Edward Jones in Sioux Falls, SD, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.
Johnathon L
Series 66
Sioux Falls, SD
Edward Jones
Johnathon Loofe is a financial advisor at Edward Jones in Sioux Falls, SD, holding a Series 66 license and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Pay Ready and Wells Fargo, among other roles. Outside of his advisory work, he rents the basement of his home to a roommate. 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 offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.
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