Smithfield, VA S Church St 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
1807 S Church St Suite 200 B
Smithfield VA 23430
Advisors at this office
4
Advisors at this office
Sara C
Series 66
Smithfield, VA
Edward Jones
Sara Crain is a financial advisor at Edward Jones with the Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Old Point National Bank for three years and was involved in the food service industry with Vinny's Pizza and Pasta and Rita's Italian Ice. 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 under management through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, investment strategies, and affiliated financial services.
Phillip F
Series 63, Series 66
Smithfield, VA
Edward Jones
Phillip Frix is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 32 years of industry experience, all of which he has spent with Edward Jones. He serves as Vice President of Finance for the Isle of Wight Volunteer Rescue Squad, where he advises on financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Jeffrey S
Series 66
Smithfield, VA
Edward Jones
Jeffrey Scott is a Series 66 licensed financial advisor with Edward Jones in Smithfield, VA, where he has worked since 2017. He has eight years of industry experience and previously spent 12 years with Community Baseball, LLC dba Peninsula Pilots Baseball. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with diverse investment offerings, including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Johanna W
Series 66
Smithfield, VA
Edward Jones
Johanna Wiggins is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Colonial Farm Credit for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.
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