Solon, OH 6240 Som Center Rd Ste 110 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
6240 Som Center Rd, Ste 110
Solon OH 44139-2950
Advisors at this office
4
Advisors at this office
Ryan H
Series 66
Solon, OH
Edward Jones
Ryan Heyman is a financial advisor with Edward Jones in Solon, Ohio. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Union Home Mortgage for six years and has experience at Ohio University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Russel K
Series 66
Solon, OH
Edward Jones
Russel Kendall is a financial advisor at Edward Jones in Solon, OH, holding a Series 66 designation with three years of industry experience. His prior work includes roles at One Life America, Technical Consumer Products, and American Eagle. 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 advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.
Mark K
Series 66
Solon, OH
Edward Jones
Mark Kautzman is a financial advisor at Edward Jones in Solon, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as an assistant football coach for the offensive line at Cuyahoga Valley Christian Academy. 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.
Emily H
Series 66
Solon, OH
Edward Jones
Emily Heyman is a financial advisor at Edward Jones in Solon, OH, with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018, following a brief period at GapInc in the same year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies supported by a large national network of financial advisors and branch offices.
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